Chase download

I have Q2005. Never had a problem downloading transactions. Now the program has two options for Quicken programs. Both do the same thing claim they send x number of transactions, but nothing shows up in Quicken. Tried calling the Quicken at 877 999 3872 was referred twice last one gave me a special number for Quicken but apparently I got it wrong. I hate to go thru the routine at Quicken to get the correct number. It took me 15 minutes the first time. Anybody had similar problem downloading?

Reply to
Stan Baranowski
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Ok. Once again, carefully this time.The subject is Chase download - so I am guessing you are trying to download transactions from Chase bank into your Quicken file. You are using the 2005 version.

?? Just guessing here. Are you saying the Chase banking site gives you two options for Quicken download? What are the two options?

Are you downloading a QIF file? If so, your next step is to import the transactions.

That's not a number for Intuit/Quicken. Google shows it to be a number for Cardmember Services at First Bank USA

Quicken is software. Intuit is the software manufacturer. I suspect you are not calling Intuit, but are calling your financial institutions helpline. If you are still having problems then it just might be worth it to call again.

I have no clue just what problem you are having. One thing you might try is to disable the online banking option for the account you are having problems with. Close Quicken. Restart and then use the wizard to enable online banking again.

Reply to
L

Chase took over First Bank (at least the CC operations, for sure). So it's logical that a call to the old FB number would connect with Chase. (I used to have a First Bank card that is now with Chase.)

Reply to
DP

Sure, it's logical to call the FI. Thing is, the OP thinks somehow he is "calling the Quicken". Problem is probably not a Quicken problem, but a problem in the OP setup of the account with the Financial Institution.

The post is mangled. And I would guess the CitiBank customer service reps are probably not gonna work too hard if the OP tells them he wants to talk to Intuit. If the OP can post his problem here, or even clarify his request for the proper phone number, I am sure someone in the ng can help. For sure, calling Intuit can do nothing but cost him money.

Reply to
L

are you doing the Quicken One-Step update where Q2005 contacts the bank directly ? or - are you visiting the bank website & manually clicking on the website "download transactions" ?

What are the 2 options you are mentioning ?

Reply to
Phil Schuman

The two options now are Intuit Quicken Web Connect QFX Quicken QIF Today the download worked using Web Connect. Previously I had tried both with the same result. Thanks for you response anyhow. Curious that nobody else seems to have noticed or commented on the two choices. in fact there are more if you use Quick Books.

Reply to
Stan Baranowski

where & when do you see the options display ? when you setup the account ? when you click on the One-Step Update ? other ? also - you might try browsing the Quicken forum -

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08 I have Chase for banking - (savings + checking accounts) and don't see this happening with our One Step Updates

Reply to
Phil Schuman

These options appear when you do a manual update either from Quicken or from the Chase site. I do not have Chase set up on the One-Step Update.

Reply to
Stan Baranowski

Not so curious considering that your original post never mentioned you were having issues with you financial institutions WEBSITE. To be specific, you stated that "the program has two options for Quicken programs" and that you 'Tried calling the Quicken" to solve it.

I'm glad your download works for you now.

Reply to
L

yup - you forgot to mention that very important and basic topic - using website & Web Connect -

I have my personal Chase accounts all setup for the usual auto Quicken download. However, I have not setup my small biz Chase account for auto download - it costs extra - and just did a download from the Chase website... the account activity page - and yup, the download options dropdown list has about 6 different file formats.

Reply to
Phil Schuman

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