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InTexas
Level 3

Chase Bank Feed issues STILL not fixed

After almost 20 hours over the last 4 weeks spent trying to solve the Chase Bank Feeds issues created with the recent change to a "more secure transfer" method, I am rather fed up with both QuickBooks and Chase Bank.

 

QuickBooks Teams and other helpful sorts, please do not post any suggested fixes or solutions as I've been through them all including:

   1-creating a new company folder to test bank feed setups,

   2-adding user rights,

   3-deleting existing user bank feed rights,

   4-recreating existing user bank feed rights,

   5-creating new users with bank feed rights, 

   6-disconnecting bank feeds and reconnecting (multiple times),

   7-installing updates (multiple times) and

   8-upgrading from v22 to v23 (a "guaranteed fix" according to that QB support person).

 

I also don't want any sympathy or empathy.  I want lost features and functionalities restored.

 

I've spent more time training untrained Quickbooks' support folks and beta testing than I care to remember.  TO INTUIT:  I AM NOT A BETA TESTER and PLEASE, TRAIN YOUR SUPPORT FOLKS!

 

Yesterday and today, I have spent over 6 hours (yes, I can document this) with QB support and Chase support, only to have both organizations repeatedly point to the other as the problem!

 

Here my company is, stuck in the middle with no, repeat, no resolution to lost features.

 

Before this change, all was working wonderfully.  In fact, 3 years ago I moved our credit card business to Chase specifically due to bank feeds availability.  The problem arising from this recent change  is that now the only user that can download Chase Bank credit card data is the primary card holder, and in our case, this is the Admin account registration at Intuit...me.  I have staff that are assigned this responsibility and they have been granted access to Chase online so they can complete their work, yet they are unable to complete bank feeds!  What is "more secure" about this?

 

If QB cared about me as a customer, none of the problems should exist!

 

114 Comments 114
MirriamM
Moderator

Chase Bank Feed issues STILL not fixed

Hello there, @InTexas. I understand what you've been through when we updated bank feeds to make for a more secure and better banking experience. No worries, I've come up with a solution to help you fix this issue.

 

But before you proceed, please update your QuickBooks Desktop to the latest release and create a backup file. Once ready, follow these steps:

 

  1. Prepare to switch to Express Web Connect.
  2. Turn off bank feeds for your account.
  3. Set up an account for Bank feeds.
  4. Download transactions with Express Web Connect.

 

For the detailed step by step process, I recommend visiting this article: Refresh your connection for Express Web Connect online banking

 

In case you need help matching your transactions, consider checking this resource for a guide: Add and match Bank Feed transactions in QuickBooks Desktop.

 

For additional reference, here's a link that you may find helpful for your future task: Reconcile an account in QuickBooks Desktop.

 

Please let me know if you have any other issues or concerns by leaving a comment in this thread about connecting a bank to QBDT. I want to make sure everything is taken care of for you. Have a great rest of the day!

InTexas
Level 3

Chase Bank Feed issues STILL not fixed

@MirriamMThank you for your reply.  But in all honesty, your response is all hat and no cattle (look it up).

 

It is clear my post was not thoroughly read and not understood.  I have updated Quickbooks ad nauseam, including upgrading to v23.0 five days ago with more updates made, resetting updates and made again, and again...ad nauseam.  Next, reading my post you will see that I have completed all your suggested steps and recommendations (via links) numerous times, and if you read my post, I have done many more steps than you suggest.

 

Your response also assumes I am an amateur given your directions to "setup bank feeds", "match transactions" and "reconciling your account".  Look it up, we have had various QB licenses for 10 years, most recently Enterprise since 2017, using bank feeds since 2019.  Oh, we reconcile over 15 accounts a month.  Yes, I know how to do reconciliations.

 

Your response also assumes following your suggestions will solve all these bank feed problems.  Frankly, your help is no help at all.  It just reinforces the experiences I've had over the last 4 weeks that QuickBooks does not properly train their staff.  They only read from QB support posts, many I have already researched and read.  Plus using my time for beta testing is not caring for me as a customer.

 

Sorry if this post is a problem, but I'm calling it as I have experienced it. Plus, you really do not know what I have been through.  All of your suggested steps and more, have been completed numerous times with experienced QB support folks (again, read my original post).

 

BTW, our bank feeds are still not working as before the change to  Express Web Connect.

InTexas
Level 3

Chase Bank Feed issues STILL not fixed

UPDATE as of 4 p.m. on 10 Oct 2022 -

 

  • Chase Bank technical services called me today as I asked for a case to be opened.  All they had to say is QuickBooks is a third party application that they do not support, and if I am having any issues, then QB needs to be contacted.
  • QuickBooks desktop had another "required update" to install today.

 

And the results are that QB bank feeds continues to tell authorized QB users (those that have full rights to Bank Feeds) that "Something unexpected happened and we can't connect to Chase Bank (All) - New.  Try again in a few hours. (7500)".

 

Been waiting a few hours for about four weeks now....

SarahannC
Moderator

Chase Bank Feed issues STILL not fixed

I wouldn't like you to feel and experience this, InTexas.

I know you're putting so much effort and time into fixing this bug. Also, thank you for reaching out to your bank about this issue. We've escalated your issue, and someone from our team will reach out to you to discuss your case.

Please let us know if you have other questions. You can always visit us for other QuickBooks concerns.

teamvmp
Level 2

Chase Bank Feed issues STILL not fixed

I am experiencing your pain. I was told by QB Support that I needed to upgrade to either QB2023 or Online. I have Desktop 2021.  Bank feeds were working fine until the "change". I followed directions exactly and have tried the "tool hub" to no avail... I completely agree that their tech support is sub-par and actually just a sales organization to make us upgrade. When I clearly asked "IF I upgrade, will you be able to fix my issue?"  But there was not a positive response to this. The person on the other end had NO IDEA what I was talking about when mentioning Bank Feeds.  As a small business, this is a time saving feature which means cost saving. And it is in the programming because the bank balances are correct, it just won't bring down the transactions to make them match.  PLEASE post the fix if they actually come through....THANK YOU!  

In Chico

johnrobinson
Level 1

Chase Bank Feed issues STILL not fixed

I am experiencing the same thing with Quickbooks Online and American Express.  My transactions haven't updated since 9/16/22, and our work as well as the accuracy of our accounts is getting very far behind.  We need this fixed NOW!

InTexas
Level 3

Chase Bank Feed issues STILL not fixed

UPDATE as of 13 Oct 2022:

Earlier this week my assistant and I were contacted by a "Sr. Technical Support" person from Intuit QuickBooks to followup on this matter.

 

First, it was a surprise to me as I do not have any known, open support cases.  And the Support Person could not tell me how this matter was assigned to her was originated.  Perhaps @SarahannC made this happen?  If so, while I appreciate it, why would a rant in this forum finally get someone better trained in support to investigate this matter?

 

Second, the Support Person covered all the possible fixes I have tried multiple times over the last 6 weeks.  Thank goodness I was not expected to demonstrate such matters again via screen share.  Then after being on hold for about three minutes, I was told by this Sr. Technical Support person, that she was just receiving internal information confirming what I already knew from experience: Only the Admin user can transact bank feeds!.  Other users with Bank Feed rights can disposition the downloaded data, but only the Admin can successfully initiate bank feed downloads with Chase. Note: Bank feeds WILL NOT work for any other user with admin rights!  It must be the Admin user logged into QuickBooks and the user must be logged into the Intuit account with the login credentials for the person who first started the current license with Intuit.  @teamvmp, and @johnrobinson  perhaps this may give you an interim resolution but I did not inquire if this new "feature" is a result of the new "Express Web Connect" or just Chase customers who were forced to Express Web Connect. 

 

For my company, I consider it an interim resolution, a major feature downgrade, and this matter is not solved.

 

TO INTUIT:  It baffles me that you want me to believe Intuit cares for me as a customer when you downgrade features without notice to your customer or to your support staff! 

 

teamvmp
Level 2

Chase Bank Feed issues STILL not fixed

Funny enough, I tried again today and it didn't work, so I decided to try disconnecting and reconnecting the accounts, but got a message asking "which bank" do you mean?  and it had a help number. They were quick to answer and transferred me to "the team specifically set up for that purpose".... I proceeded as we continued our conversation and low and behold, the feed worked perfectly well.  So perhaps something DID change very recently. Oh! and I will mention my bank did NOT try to sell me a support plan or anything else for that matter. 

Thanks In Texas.... I really had just about given up and was going to start doing manually......

Happy Friday from In Chico

bschroeder7
Level 1

Chase Bank Feed issues STILL not fixed

We're having the same issue and I attempted to deal with Intuit and their support is literally the worst support I've ever dealt with.

 

I'm along for the ride, but I'm afraid this one may never end.

 

 

slavetoq-b
Level 2

Chase Bank Feed issues STILL not fixed

Have you tried adding an authorized user in the Chase Access & Security Manager? You can assign proxy admins & other online type users. With the new bank feed protocol that was rolled out recently, all sorts of issues are cropping up with Chase. I lost the app permissions for Quickbooks and I had to reauthorize through chase, not quickbooks.  

reset password
Level 1

Chase Bank Feed issues STILL not fixed

Download the Tool Hub and do a Network Issue on the Bank Feed files. Also run a Program Issue and Quick Fix. Once you have done that clear your cache and cookies and run QB as admin then try to link bank feed again. Do in the exact order....

JUBEZ
Level 1

Chase Bank Feed issues STILL not fixed

Download the Tool Hub and do a Network Issue on the Bank Feed files. Also run a Program Issue and Quick Fix. Once you have done that clear your cache and cookies and run QB as admin then try to link bank feed again. Do in the exact order....

InTexas
Level 3

Chase Bank Feed issues STILL not fixed

This suggestion is one of the items I tried multiple times weeks ago.  Giving rights, reducing rights, then giving rights again.  I have all rights in QB and Chase, as well as my assistant.   Not a solution.

InTexas
Level 3

Chase Bank Feed issues STILL not fixed

Tool Hub's Network issues is for fixing network errors such and H202 and H505.  It verifies QB Database Server Manager is running.  This is for Multi User installations and is not a Bank Feeds function.  See QB Tool Hub/Network issues screen for this information.

 

When re-installation of QB is completed from a clean install, Quick Fix is redundant, at best.  I completed clean installs twice, and complete Updates multiple time (tic the "Reset Update" box in Help/Update QuickBooks Desktop/Update Now).

 

None of these are viable solutions.

 

Also reference my previous post to this thread where QB support has confirmed the new bank feeds "upgrade" actually limits Bank Feeds with Chase Bank to the Admin user is now a programmed "feature". This was done WITHOUT notice to QB customers, and to a large extent, no notice to QB support staff.

 

So my question for Intuit is, do you value your support staff by keeping them in the dark?

 

Major step backwards inho.

teamvmp
Level 2

Chase Bank Feed issues STILL not fixed

I was able to get our accounts reconnected....but also notice now that they don't download correctly every time and I have to hit the "download" of each account to make sure the most recent transactions are included. It took forever to figure out why I could see transactions at the bank site, but not in QB Desktop.  Communication is no longer Intuit's strength. I remember in early 2000, they actually knew my name.....

slavetoq-b
Level 2

Chase Bank Feed issues STILL not fixed

I hear you InTexas. This is a Beta trial disguised as a fully vetted software rollout. Most recently QB is downloading repeat transactions for Chase after I’ve already added and matched them. It does it automatically so I have no idea what’s been added already. It’s crazy frustrating. I loathe quickbooks.

ThisIsBad
Level 2

Chase Bank Feed issues STILL not fixed

I have been working through all of the solutions posted.  Spent more than 40 hours and exhaustive attempts with support and the fake chat bots.  I have tried everything and still receive this error.  Today I created a new empty file and went to the bank feeds to setup Chase Bank New and same result.  Frankly, QB is a POS and I am done with it.  It used to be really good but since they outsourced it has become nothing but a time hog.  They broke tsheets and the temporary fix was to go back to the system that worked well before they took them over (LOL).  When it became Intuit and they changed it for no reason is an indicator that their developers are not competent.

 

There are several alternatives and I am done with Intuit as a whole.  Starting Jan 1 no more Tsheets, Turbotax, QB and QB payroll.

 

Good riddance

 

sorority123
Level 2

Chase Bank Feed issues STILL not fixed

Do you have any new updates? Miine is still not working 

Kurt_M
QuickBooks Team

Chase Bank Feed issues STILL not fixed

I appreciate you for joining the thread, @sorority123. I'm here, and I'll help you out so you can proceed to get new transactions from your Chase bank account to your QuickBooks Desktop (QBDT) account.

 

Before anything else, may I ask if you encountered any error messages when you tried to connect your bank account to your QBDT account? This way, I'll be able to provide you with a suitable resolution to help you overcome this situation.

 

In the meantime, I recommend refreshing the connectivity between your bank and QBDT account. I'll gladly input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Desktop company.
  2. Prepare to switch to Express Web Connect.
  3. Turn off bank feeds for your account.
  4. Set up an account for Bank feeds.
  5. Download transactions with Express Web Connect.

 

For further guidelines and specific error troubleshooting steps, please see this article: Refresh your connection for Express Web Connect online banking.

 

In addition, here's an article to learn more about adding and matching bank transactions in QBDT: Add and match Bank Feed transactions in QuickBooks Desktop.

 

You can also check this page to for more information about reconciling an account in QBDT: Reconcile an account in QuickBooks Desktop.

 

@sorority123, know that I'm determined to help you get this sorted out as soon as possible. Don't hesitate to reach out to me if you need further assistance with this. I can assure you that I'll be here to assist you once again. Take care, and enjoy the rest of the week.

SB1234
Level 2

Chase Bank Feed issues STILL not fixed

Did anyone get this fixed?@intexas? 

I called to join in on the fun today. No result or resloution except for the qbo files and uploading them. That is not a good solution and leaves open to more possibility of error. 

Quickbooks/Intuit/HELP why are you not addressing this issue and telling us to buy the latest version, 23 of qb that is good for 3 years.... My version is desktop pro plus 22, used less than 1 year. How do you update the file for QBs to look at the path for chase, That would be Chase Bank (ALL) I believe that is the issue. The information I found on the form didn't make sense on how to implement it. 


Then I got the call chase it's their issue. I did right before I transferred to QB. Sent the request to have it activated and it is active. 

 

QB/Intuit- We don't like buying your software frequently, it isn't easy that easy to use or figure out. Plus whenever you get a new one you have to call back to QB/Intuit to activate your account. Most business owners use this, why wouldn't you streamline it and make it easy? 

 

[removed] Chase Bank (All) - New https://www.chase.com/ NA https://www.chase.com/ ACTIVE BANKING&WEB-CONNECT BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA

SB1234
Level 2

Chase Bank Feed issues STILL not fixed

That’s good input, however how do you get it to add the chase all new for financial institutions on QuickBooks desktop. I think that is the issue. How do we update the list of banks or just chase in this scenario? 

Candice C
QuickBooks Team

Chase Bank Feed issues STILL not fixed

Good morning, @SB1234

 

Thanks for joining in on this thread. Allow me to give you some insight into these Chase bank feed issues. 

 

Yes, you'd refresh only the Chase account if that's the only bank that's having an issue. 

 

If the problem persists, I recommend contacting our Customer Support Team for further assistance. They'll be able to use a screen share tool to review your account with you. 

 

Feel free to come back if you have any other concerns. We're always here to lend a helping hand. Take care! 

SB1234
Level 2

Chase Bank Feed issues STILL not fixed

I had called and talked to support yesterday for several hours..... That's why I'm continuing to ask questions on here as that wasn't very helpful. They weren't aware of the issue. Chase is a larger bank and I'm sure others have had trouble too. 

jgold
Level 1

Chase Bank Feed issues STILL not fixed

Trying to reconnect to Chase bank feeds. Running QBDT 2020 as administrator. Calls to support unhelpful. 

 

Am trying to re-add "Chase Bank (All) - New" and get error message saying:

 

99999 Automatic transaction channel down right now. This is a temporary issue and will be resolved in a day or two. 

 

It is now day 10. 

 

Was working fine before Intuit "fixed" things. 

 

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