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K
klgood1
August 17, 2022
Solved

Refresh your connection for Express Web Connect online banking notice - Chase accounts

  • August 17, 2022
  • 1 reply
  • 50 views

Hi, I got a notice that I need to update my bank feed connection to my Chase credit card account, and I tried following the directions posted here (https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-connectivity/refresh-connection-express-web-connect-online/L29kw7xd7_US_en_US), but I can't find "Chase Bank (ALL) – New" as a choice when I search for banks.

    Best answer by JonL

    Hello, JonL.

     

    I understand how you feel and the importance of using the enhanced Express Web Connect to keep track of your financial transactions.

     

    You're on the right track in preparing QuickBooks to switch to Express Web Connect. However, you'll see the option for Chase Bank (ALL) – New this coming 9/27/2022. This is the reason why even after updating and restarting QuickBooks it doesn't come up.

     

    Please keep in mind that Chase Bank and all affiliate banks are required for account reconnection on the above-mentioned date. These are the list of affiliate banks:

     

    • First USA
    • CardMember Services
    • Bank One

     

    When the time comes, you can refer to this article to walk you through the entire process: Switch from direct connect to express web connect online banking.

     

    Do you require help in matching transactions in QuickBooks? If so, consider this resource for additional information: Add and match Bank Feed transactions in QuickBooks Desktop.

     

    If you need further assistance in QuickBooks, don't hesitate to post again. We're happy to help you.


    Hi Giovann,

     

    I have been currently using Web Express

     

    Currently Intuit  has on their link:

    https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-connectivity/refresh-connection-express-web-connect-online/L29kw7xd7_US_en_US

    States:

    Account reconnection required: 

    • Capital One by 4/30/22
    • Discover by 6/30/22
    • Chase Bank and these affiliate banks by 9/27/2022 Note: all are now Chase Bank (ALL) – New
      • First USA 
      • CardMember Services 
      • Bank One

    Instead they should perhaps state:

    • Capital One by 4/30/22
    • Discover by 6/30/22
    • Chase Bank and these affiliate banks ON or AFTER  9/27/2022 Note: all will be under Chase Bank (ALL) – New *
      • First USA 
      • CardMember Services 
      • Bank One

    * Note: Chase Bank (ALL) – New will show upon on 9/27/2022.  We recommend that you update your Quicken Files now.  Note even if you update now, the choice of Chase Bank (ALL) – New will not show up after updating and restarting QuickBooks until that date of 9/27/2022.

     

    Because people are proactively following the instructions given and cannot find the option Chase Bank (ALL) – New


    Also note that the Message that people are getting are "Capital One Bank Feeds Require Your Attentions" for their Chase Accounts.  When it should say Chase Bank, First USA , CardMember Services  and or Bank One

     

    Thank You

    1 reply

    AlcaeusF
    AlcaeusF
    Level 14
    August 17, 2022

    Hello @klgood1,

     

    Thank you for letting us know about the result you're having on your end when updating the account. I can help you update your bank feeds in QuickBooks Desktop.

     

    There are steps you need to perform before following the recommendation you receive on updating the account. Please update your QuickBooks Desktop to the latest release.

     

    Aside from improving the performance of the software, this process also fixes common and complicated errors automatically, as well as updates information in bank feeds.

     

    Here's how:

     

    1. Click the Help tab in the upper-right corner, then select Update QuickBooks Desktop.
    2. Go to the Update Now tab.
    3. Select the updates you want to include.
    4. Put a checkmark on the box beside Reset Update.
    5. Hit Get Updates. Download and install automatic QuickBooks Desktop updates
    6. Close and re-open QuickBooks.

     

    Also, the Desktop version supports switching between three different bank modes. For more information about how each mode displays and handles transactions in your Bank Feeds differently, please visit this article: Switch between banking modes.

     

    Let me know if the bank is still unavailable from the list, and we'll be sure to get back to you. Have a great day.

      J
      JonL
      New Member
      August 19, 2022

      The Update Process for Quickbook Desktop 2020 is cumbersome.

       

      In order to Restart, you have to click on the little red ! which opens the message which says restart Quickbooks however the button to Restart is hidden.  You have to maximize the pop window to restart it.

       

      Even after updating and restarting,  When you type Chase, the option of Chase Bank (ALL) – New does not come up.

       

        M
        mike6453
        September 1, 2022

        We haven't received reports about issues similar to this one, JonL.

         

        The unexpected behavior might be caused by a corrupted file. You run the Verify Rebuild Utility to detect data damage. 

         

        To verify data:

         

        1. Choose File then Utilities. Select Verify Data. If you see:
        • "QuickBooks detected no problems with your data," no further action is needed.
        • A specific error message, there may already be an article for it. Try searching for it on our QuickBooks Desktop support site for specific instructions.
        • "Your data has lost integrity," indicates there is data damage in the file. Continue to the steps below to Rebuild Data to correct the problem.

         

        To rebuild data:

         

        1. Choose File > Utilities. Select Rebuild Data. 
        2. The Rebuild Data utility starts as soon as the backup is finished.
        3. Click OK when you get the message "Rebuild has completed".

         

        Check our remove duplicate transactions in QuickBooks Desktop for additional insights about deleting them on the mode you're using.

         

        If you need help reconciling your account, here's an article for detailed instructions: Reconcile account in QuickBooks Desktop.

         

        You can post your questions any time here in the Community. We're here to help.


        I went through all of these steps and am having very strange issues.

         

        First - I have no data for May on my P&L, no transactions (which is not possible)

        Second - My chase accounts appear to be connected (show correct balance) BUT when I first open Quickbooks it will say "you have 300 transactions to review" in my Bank Feeds.  Then when I click on an account, there is nothing there and the number turns to zero.

         

        When I try to disconnect the online account from Chart of Accounts - it says I cannot delete as I have pending transactions.  But there are none pending for that account. 

         

        Any help or ideas is greatly appreciated..

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