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

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. 
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.

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.

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.

Yes, it's a little frustrating to spend an hour trying to fix a problem that I can't fix yet. Please update your messaging, Intuit.

Hi there, JonL. 

I want you to know that we acknowledge your feedback about the contents in the support link. This isn't the kind of impression that I'd like you to have and we know how much time it can take when something isn’t working the way you need it. This is why we make great efforts to deliver customer satisfaction at all times and to fix an issue as soon as possible.

On the other hand, you can send your comments or share your thoughts about your customer satisfaction in the QuickBooks Community. I've attached screenshots for your reference. 

For more tips and other resources, you may visit our page for managing your bank feeds Banking Self-help articles.

I'm also taking notes of your experience and improving our services in the future. If you have other concerns with QuickBooks Online, I'm all ears. Just post your reply here and I'll get back to you.

So if we disconnect and connect our bank accounts now, as the message requests us to do, even though Chase Bank (ALL) - New does not exist, are we going to have to redo this process on 9/27/2022 again?

And now I just received an email from Quickbooks with the title "ACTION REQUIRED: Changes to your Chase/First USA/Bank One/CardMember Services connection in QuickBooks Desktop"

To maintain connections with your bank and download transactions without interruptions, you'll need to reconnect bank feeds. This involves setting up and reconnecting one or more of your bank accounts with QuickBooks Desktop by September 27, 2022. If no action is taken by this date, new transactions will no longer be pulled into QuickBooks. Reconnecting your bank accounts will not result in data loss from your previous transactions.

Hi, labelsig and klgood1.

Yes. You'll have to update the Quicken file again by September 27, 2022. With that, I'd suggest doing it on or the day before the mentioned date.

You can follow these steps to update your QuickBooks file:

1. From Help menu, select Update QuickBooks Desktop.
2. Go to the Update Now tab.
3. Select the updates you want to include.
4. Tick the box beside Reset Update.
5. Click Get Updates.

I've also added these references as your guide on reconnecting the Chase bank connection:  

• Switch from direct connect to express web connect online banking.
•  Add and match Bank Feed transactions in QuickBooks Desktop.

I'll be around whenever you have concerns managing your bank account. I've got your back!

Hi 

I was able to find Chase Bank (All) New and I connected it to Quickbooks without any errors. However, why is i there no option to sync all my bank accounts in 1 click? I am only able to de each 1 of my 6 accounts 1 at a time. Wasn't it supposed to be express?

Hello Abe_E,

Thank you for reaching out to the Quickbooks Community! Unfortunately, we don't have an option to do this as yet, but this is a great idea to add for feedback. I have taken note of this and submitted feedback to our Developers about these express options, which will be a great feature! You are welcome to add your feedback as well and monitor your request!

Please let me know if you have any other questions! I will be more than happy to help! I hope you have a great day! 

@klgood1,

As of August 24, 2022, The "Chase Bank (All) - New" shows up when you search for Chase.

JonL

Thank You.

As of August 24, 2022.  The Chase Bank (All) - New option shows up.

Hi there, JonL.

I appreciate you for sharing your knowledge about QuickBooks. This will definitely help other users as well in the future.

Keep safe and have a great rest of the day.

Has anyone noticed with this new Express Web Connect feature double entries?

Where it downloads and matches transactions and you approve and then moments later, you see duplicate transactions downloaded and wants you to match?  Because you have already matched and approved, you have to ignore the duplciates?

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..

x

Thank you for getting in touch about this, @mike6453. I appreciate you doing all the possible troubleshooting processes. I'm here to assist you with your concerns.

Since you've performed all the possible processes to fix the following issues and still get the same concern. I'd suggest reaching out to our QuickBooks Technical support team. They have the tools to check into your account and check if there's an ongoing investigation.

Here's how:

1. Click Help at the top menu bar, then select QuickBooks Desktop Help.
2. Select Contact us and then enter that you get Reminder prompts and Continue.
3. Then choose either to Message an Agent or Talk to a Specialist.
   
   

Please check out this article for QuickBooks support hours: Contact QuickBooks Desktop Support.

Moreover, once everything is settled, you might want to utilize this link for reference for future purposes: Reconcile an account in QuickBooks Desktop.

If you have any other QuickBooks-related concerns, let me know in the comment section. Take care!

Is this where it's supposed to show up when I search? Not sure what I'm missing here.

Hi @GlinetteC ,

I did the Verify Data and my company file was good.

I also notice that for the Chase Bank (All) - New feed, even after downloading the transactions either by selecting download or selecting refresh buttons, It does not refresh the LAST UPDATE: field.  For example, I refreshed it today and it still says 1 day(s) ago.

The original way of doing Bank Feeds for Chase and Chase Affiliated accounts worked better.

Can you have the Quickbook Teams look into this and the duplicate downloads.

@klgood1,
Type in Chase Bank (All) - new and it will show up below in the matching results.

Hi there, @klgood1.

It seems that you're trying to set up a bank connection in QuickBooks Desktop (QBDT). You're already on the right track.

Based on the screenshot you provided, the bank names that you searched for are some of the most common bank searches for bank connection. 

To help you find your bank, be sure to provide the right name of your financial institution. You can also type in or paste your bank's URL to get the right result.

For additional information, check out this article for further guidance: Download Bank Feed transactions.

You can also check out this article on how to fix bank feeds errors and can't download transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online.

After bringing in those transactions, you can start matching and categorizing them. This article can guide you through the process: Add and match Bank Feed transactions in QuickBooks Desktop.

Thanks for the update, @JonL. 

I appreciate you trying the steps that my colleague provided to fix the issue.

Since the recommended steps didn't work, I suggest getting in touch with our Support Team to check and verify this further securely. This way, they can access your account in a secure environment and investigate the root cause of the problem.

Here's how: 

1. Got o the Help menu, then choose QuickBooks Desktop Help.
2. Hit the Contact Us button.
3. Click QuickBooks Desktop tile or type contact us in the description field.
4. Hit Message Us.

For more information, visit this article: Contact QuickBooks Desktop support. Also, check out our support hours and types to ensure we address your concern on time. 

As always, please feel free to drop a comment below if you have any other QuickBooks or banking concerns. I'll be around to help you!