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Level 1

Need help with updating to Direct Connect from Web Connect.

I have 3 Chase accounts. Checking, Credit Card and Line of Credit. I recently signed up for Direct Connect and only 1/3 accounts can be modified to download directly from Chase. My Checking and Credit Card accounts are still set to Web Connect and when I go in to try and change/update the settings Direct Connect is grayed out even though I have subscribed to Chase Direct Connect and it's confirmed for all 3 accounts. On Windows based QB you can re-brand and rest online banking. I don't know the process for the Mac version.

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Best answer 12-10-2018

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Level 8

Need help with updating to Direct Connect from Web Connect.

Edit the accounts in question. From the online settings tab select not enabled, next use banking>online banking setup and setup the accounts.

View solution in original post

3 Comments
Highlighted
Level 8

Need help with updating to Direct Connect from Web Connect.

Edit the accounts in question. From the online settings tab select not enabled, next use banking>online banking setup and setup the accounts.

View solution in original post

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Level 1

Need help with updating to Direct Connect from Web Connect.

Thanks for the quick reply. Worked perfectly! = )
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Level 8

Need help with updating to Direct Connect from Web Connect.

Glad we are back on track

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