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Level 2

Chase Upgrade in Bank Feed Issues

With the recent "upgrade" by the major banks, I am still having issues with my delegate user login and connecting QBO bank feeds to my client's Chase accounts.  There is a message in bank feeds that says "Your connection is getting an update..." then a link that says "Update now." When I try to click on the "Update Now" link, I get the message "It looks like you can't grant this app access to your account."   

 

I was told by Chase online support that they have no control over what data Intuit pulls in or the bank feeds connection into QB Online which I think is not correct.  Then I was told by Intuit support that Chase consciously decided to stop allowing delegate users to upgrade the connection in bank feeds.  Is that really true? Does anybody know if there Chase forum that we can join to protest that decision if so? For now, the bank feeds are still feeding into QBO but my understanding is that Chase is going to disallow the old connection and force the upgrade any day now.

 

In the end, I think Wells Fargo came through upon seeing all of the discontent in the accountant community over this hasty "upgrade" (some may not agree but their bank feeds work now).   It's a huge inconvenience to ask each of my many Chase clients to connect the bank feeds with their logins.  Is anybody else experiencing this issue? Is there possibly some setting in Chase that can be fixed to allow this?

 

I used to refer my clients to Chase because they had the best technology but now, if policy isn't changed I'm going to start referring to other local banks. I'm surprised that nobody has complained about this.

Your connection is getting an upgrade-Chase.PNG Cant grant app access-Chase.PNG

 

Solved
Best answer October 09, 2018

Best Answers
Highlighted
Content Leader

Chase Upgrade in Bank Feed Issues

Good afternoon, @BlissBooks.

 

I have some information to share with you concerning the issues you're seeing with this Chase connection.

 

The new method for connecting your bank to QuickBooks

As of recently, select banks began syncing with QuickBooks using the OAuth format (open standard for authentication). The key difference between this process and the old one is that you no longer have to sign in using your bank credentials in QuickBooks. Instead, you give permission at your financial institution for QuickBooks to access your account. Chase is one of the first adopters of this new connection style. Additional information on the OAuth process can be found at this link.

 

Who can setup a bank connection?

It seems that certain banks are blocking anyone other than the primary user from setting up the connection. These financial institutions have native restrictions in place that prevent third-party applications like QuickBooks from accessing your transaction data. This wasn't an issue in the past because the original connection method wasn't seen as an app connection. For detailed information about this, check out our guide on bank connection permissions in QBO.

 

How can I begin or update my bank connection?

Until Chase decides whether or not to allow Delegate (or Secondary) users to create app connections, you can get things rolling in QuickBooks by having the Primary user initiate it. The guide at the link here will have everything you need to get started. In the meantime, I encourage you to reach out to Chase and submit feedback on the matter. I'll be sure to do the same through our appropriate channels. As you mentioned with Wells Fargo, it's the Community's voice that brings the positive changes we all want to see. 

 

Please know you can always find me here for all of your QuickBooks needs, I want to ensure your success. Thanks for reaching out, wishing you a wonderful rest of your day.

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6 Comments 6
Highlighted
Content Leader

Chase Upgrade in Bank Feed Issues

Good afternoon, @BlissBooks.

 

I have some information to share with you concerning the issues you're seeing with this Chase connection.

 

The new method for connecting your bank to QuickBooks

As of recently, select banks began syncing with QuickBooks using the OAuth format (open standard for authentication). The key difference between this process and the old one is that you no longer have to sign in using your bank credentials in QuickBooks. Instead, you give permission at your financial institution for QuickBooks to access your account. Chase is one of the first adopters of this new connection style. Additional information on the OAuth process can be found at this link.

 

Who can setup a bank connection?

It seems that certain banks are blocking anyone other than the primary user from setting up the connection. These financial institutions have native restrictions in place that prevent third-party applications like QuickBooks from accessing your transaction data. This wasn't an issue in the past because the original connection method wasn't seen as an app connection. For detailed information about this, check out our guide on bank connection permissions in QBO.

 

How can I begin or update my bank connection?

Until Chase decides whether or not to allow Delegate (or Secondary) users to create app connections, you can get things rolling in QuickBooks by having the Primary user initiate it. The guide at the link here will have everything you need to get started. In the meantime, I encourage you to reach out to Chase and submit feedback on the matter. I'll be sure to do the same through our appropriate channels. As you mentioned with Wells Fargo, it's the Community's voice that brings the positive changes we all want to see. 

 

Please know you can always find me here for all of your QuickBooks needs, I want to ensure your success. Thanks for reaching out, wishing you a wonderful rest of your day.

View solution in original post

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Level 2

Chase Upgrade in Bank Feed Issues

Thank you very much for your quick response.  I do agree that putting pressure on Chase might help but by comparison, Chase's online support team was completely clueless compared to Wells Fargo's community forum. However, I'm posting this link so that other accountants can send feedback on this to see if we can, as a community, apply some pressure for them to change the policy:

 

https://www.chase.com/digital/resources/complaints-feedback

Highlighted
Level 2

Chase Upgrade in Bank Feed Issues

I wanted to update this post. I finally disconnected some of my Chase clients online bank feeds in QBO, then had them re-connect them in QBO.  In many, we constantly get error messages and I've had to repeat this process various times. This new "upgraded" version of "OAuth" connection which was supposed to be more stable and have fewer errors has turned out to be the opposite. In the past with the old connection, we rarely got error messages or had to re-login. Now, I've finally stopped asking my client to re-connect because it is a waste of his valuable time. Now, I have to upload .qbo files instead which is a clunk work-around to this issue. I suspect that Intuit was behind this "upgrade' with all the major banks this summer and yet, is not providing the kind of support or advocacy to the accountant community to make sure the bank feeds connections are stable and work as they should. I'm very disappointed in Intuit during this roll out.  From all of the posts that I've read on this, Chase is totally clueless and points their fingers to Intuit claiming they have no control over how Chase connects to QB. Then Intuit says it's Chase's policy to disallow delegate users to connect bank feeds and it's Chase's connection that is the issue when errors arise. This has been very poorly though out and very poorly implemented.

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Moderator

Chase Upgrade in Bank Feed Issues

Thanks for keeping us updated, BlissBooks.

 

I appreciate the feedback you have provided. Let me pass along this feedback to the appropriate channels so you're able to reach a point of resolution as quickly as possible.

 

For now, I recommend you get in touch with our Care Support Specialists for further investigation and work with Chase Bank in resolving this issue with the Bank Feeds.
 

Please don't hesitate to reach out to me here in the Community with any additional questions or concerns you may have.

 

 

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Level 1

Chase Upgrade in Bank Feed Issues

I have 2019 Pro Plus....When I go to Chase website to download CC charges to QBO file it pops up QB bank feed saying import or save. When I try to do either I get an error message saying...

 

"You are trying to upload the web connect file with an account type that QB does not support. Please contact your financial institution for details"

 

So I contact Chase, and they go over how to download file to QBO file and offer zero help. 

 

Can someone explain if possible what I need to do? Thanks 

Highlighted
QuickBooks Team

Chase Upgrade in Bank Feed Issues

Hi there, @timmyray79.

 

I appreciate you reaching out to us about your Chase Bank Feed issue. Allow me to join this thread and share some insights why you're getting the error message.

 

Currently, we have an open investigation about getting the "You are trying to upload the web connect file with an account type that QB does not support. Please contact your financial institution for details" message when uploading file. Our engineers are communicating with your bank to have this fixed as soon as possible.

 

While waiting for the resolution, we’ll need to set up your company to receive email updates. The Community is a public space, and we’re unable to gather personal data to pull up your account. For this reason, I recommend contacting our Phone Support Team to add you to the notification list.

  1. Go to https://help.quickbooks.intuit.com/en_US/contactus.
  2. Select QuickBooks Desktop.
  3. Choose your QuickBooks for Windows version.
  4. Select the issue/topic.
  5. Click the Get Phone Number button to see the support number.

I'll also personally add a message in this thread once I receive an update. 

 

Let me know how the call goes or if there's anything else I can help. Have a good one.

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