Connect to Chase bank feed - 4 digit password?

Are you really logged into Chase and did you have them setup your account for Online Access? 

I've used Chase for years, when you go to do a Bank Feed it asks for you PASSWORD not the PIN you use at the ATM.  So I don't know why they'd ask for that in the Setup.  I can see them asking for the last four or something on the SS/EIN to make sure you are you.  I'd suggest you call them and walk though the setup with them. 

BE SURE TO GET THE PHONE NUMBER OFF OF A CHASE STATEMENT!!  Don't take a number from anyone here or the first one you find on the Web.  If you don't have a statement yet, call your branch (if you have a card from who helped you) or drop by to get the Online Tech Support number.

Yep. Like I said it works for the account I have on my other company file.

Going up to banking > set up bank feeds.... Then in there select JPM Chase within QBD. It asks for SSN and

"JP Morgan Chase PIN".  The interface is indeed pretty dated even for QBD 2020. 

This field at least lets you put the EIN in there and the full password...so the field isn't character limited there. But afterwards it says "have to change PIN/Password" and the next presented screen has only picked up 4 characters and only allows 4 characters for "PIN/Password".

And yea I have checked w Chase and the account is set up for online access.

Hi @GlobalMind,

Thanks for letting us know about this. I'll share some information about the Chase account sign-in page in QuickBooks. As mentioned by our Allstar Pete_Mc, you should be able to enter your password, not PIN. That said, you'll want to reset your software update to include critical fixes. This way, you'll be able to enter the password again.

Here's how:

1. Close QuickBooks company files.
2. Open the Windows Start menu.
3. Search for QuickBooks Desktop, Then, right-click the icon and choose Run as administrator.
4. While on No Company File Open screen, go to Help and the tap Update QuickBooks Desktop.
5. Hover towards the Options tab, and the tick Mark all and then Save.
6. Scroll towards the Update Now tab, and then tick the Reset Update checkbox.
7. Click Get Updates.

Refer to this guide for details: Update QuickBooks Desktop to the latest release.

After installing the update, go back and check if you can now enter your password. 

If you're still experiencing the same result, please contact our Customer Care Support so we can investigate further. Use this link to reach out: Contact QuickBooks Desktop Support.

In case you need help with other banking-related tasks, browse this link to go to the page. It has our general banking topics with videos and articles to guide you along: Banking.

I'll be around should you have follow-up questions or concerns with logging in to your bank account. Don't hesitate to reply. Take care and have a good one.

Thank you for the instruction - code change makes sense. However, unfortunately this didn't fix the issue.

I am attaching screen captures of the dialog boxes which appear. You can see on the first - this is after selecting the bank, it prompts for SSN (I use EIN here) and pin/password. This field is large enough to fill in the proper info.

Once I move on from that box, it prompts and says JPM requires a password change. The next image attached auto-fills the current password but it's just 4 characters. Or I assume that's part of the password...the boxes below it only allow 4 characters, no more. So obviously that doesn't work.

I still say to call Chase while you're sitting at your computer.  Often they need to reset your Account to allow a new login.  They can also walk you though the specifics. 

I don't remember Chase being an issue, but I have frequently run across new setups where they may be calling this a "PIN" when it is a Security Code they're trying to send to your phone or email.  So that's why talking to them will make sure they have all the correct info.

Yea might need to. Really odd behavior here, at least as I see it, but perhaps there is something else which isn't immediately evident that it's looking for.

I have been dealing with difficulty downloading my Chase transactions for the last 12 months.  A lot of finger pointing either direction - QB and Chase.  Recently, ie June, I finally managed to talk to a customer service rep who know what she's talking about and got it corrected on Chase security.  In July, I tried to download my transactions again and it only downloaded 1 of the 3 cards.  I tried calling Chase and QB again.  More finger pointing.  One QB rep says Chase does not download to any Intuit products anymore and that I will find the notice on the Intuit web site.  I looked and didn't see any of that being mentioned.  I also uses Quicken for my personal books and it did give me a notice saying that Chase and Intuit now have a new partnership for eaiser downloading!!! WTF.

If someone knows what's going on, please let me know.

I'm here to clarify things about connecting and downloading Chase transactions to QuickBooks, @LKVoss.

I tried to check on our end and didn't find any notice that Chase stop downloading transactions to any Intuit product. 

Since you're unable to connect and download your Chase transactions to QuickBooks, it's possible that there's an issue with your company. This can be the reason why you're unable download your bank transactions. To fix this, I recommend following the troubleshooting steps below: 

First, let's perform a manual update in your Bank Feed center. This will automatically download all your transactions to your Chase account.

1. Proceed to the Banking menu.
2. Select Bank Feeds and choose Bank Feeds Center.
3. Click Chase bank in the BANK ACCOUNTS section and click the Synchronize button. Then, click Sync this account. 
4. In the Access to window, enter your PIN or password to connect to your bank.
5. Click OK.

Once your transactions show in the Bank Feed center you can now review them.

For future reference, I've added an article you can utilize that contains solutions on how to fix online banking issues: Fix OL and OLSU Bank Feeds errors.

Reach out to me if you need further assistance when working with downloading Chase with QuickBooks. I’ll be glad to lend a helping hand. Stay safe and have a good one.

Hi Rubielyn,

I had gotten the bankfeed with Chase fixed in May/June so that it would do what you described.  However, 1 month later, it would only download a partial of the transactions, ie only the transactions that I made and not the other cardholders. It is a business credit card account.  To date no one, either Chase or QB have been able to help me do a direct download or a download via QBO.  I have QB desktop Pro 2020.  

Appreciate any additional thoughts on this.

Laveille

Thanks for getting back to this thread, @LKVoss. Let me route you to the best help available so this gets taken care of.

Since the issue for downloading Chase transactions returned, it would be best for you to contact our Banking support team. They can check this further and help you find more solutions.

Before that, check out our support hours. This way, you can connect with us quickly and at a time convenient to you. Then, follow the instructions below:

1. Open your QuickBooks Desktop Pro 2020.
2. Go to the Help menu.
3. Select QuickBooks Desktop Help.
4. Click Contact Us.

Here are some resources to help manage bank feed transactions in the program:

• Download Bank Feed transactions in QuickBooks Desktop
• Add and match Bank Feed transactions in QuickBooks Desktop

Don’t hesitate to leave a message if you have any other questions or concerns besides banking. The Community team is always here to help. Take care, Laveille!