Does Chase.com work with One Step Update?

Discussion in 'Quicken' started by John Morris, Feb 22, 2006.

  1. John Morris

    John Morris Guest

    I am using Q2006 Deluxe and cannot figure out how to get my chase
    credit cards to work with One Step Update. I can download
    transactions for each account individually, but I would like to get
    these accounts updates when I click on One Step Update.

    Am I doing something wrong or does Chase.com not allow this?

    Thanks for any help you can provide.
     
    John Morris, Feb 22, 2006
    #1
    1. Advertisements

  2. Works for me....

    I got switched over from FirstUSA and had some difficulties at first.
    Call Chase's tech support. They'll walk you through it.

    Regards,

    Margaret
     
    Margaret Wilson, Feb 22, 2006
    #2
    1. Advertisements

  3. John Morris

    Chuck Guest

    I had the same problem - you need to go to log on to the Chase site for
    your account(s), click on the Customer Center tab, go to the bottom of
    the page and click on the "Activate Money, Quicken, etc." link under
    "Reference Center - Tools. Then, go the account in Quicken, and select
    Online services (or something similar to that in the account you want to
    download), and enter Chase as the institution. This will allow the one
    step, direct update. If this is replacing a previous bank, like First
    USA, you need to deactivate the previous download before activating the
    new Chase download.

    Chuck
     
    Chuck, Feb 22, 2006
    #3
  4. John Morris

    TooTall Guest

    I just got switched to Chase also and all I can see is that they offer
    web connect, not direct download? Are you saying that I can download
    using direct download without having to do the Chase download
    individually?
     
    TooTall, Feb 22, 2006
    #4
  5. Yes. My Chase VISA does a direct download. I selected "Chase" as the
    financial institution, but I had to create a new login on the Chase web
    site, which I then used to activate direct download for my VISA.

    Regards,

    Margaret
     
    Margaret Wilson, Feb 22, 2006
    #5
  6. John Morris

    TooTall Guest

    Great, I did that and it does the direct downloads now also. thanks.
     
    TooTall, Feb 23, 2006
    #6
  7. John Morris

    TooTall Guest

    I had a very hard time finding that spot but it worked. I wish my
    other banks would upgrade from qif to direct download.
     
    TooTall, Feb 23, 2006
    #7
  8. John Morris

    jwmorris53 Guest

    Chuck,

    You are a genius. Doing what you suggested worked perfectly. Thanks.
     
    jwmorris53, Feb 24, 2006
    #8
  9. John Morris

    Chuck Guest

    I wish I was a genius - but, I got this from either Quicken or Chase
    Customer Support, when I couldn't get Chase to do direct downloads.
    Glad I was able to help, though.

    Chuck
     
    Chuck, Feb 24, 2006
    #9
  10. John Morris

    Oilcan Guest

    God bless you. Was a Chase customer and I never saw that I needed to
    activate the Web.
     
    Oilcan, Feb 26, 2006
    #10
  11. John Morris

    Jeff Guest

    Could you please repeat the procedure? I missed the original message.

    Thanks.

    Jeff
     
    Jeff, Feb 28, 2006
    #11
  12. John Morris

    DP Guest

    I wasn't the original author of the message, but I copied it for my own use.
    In case the original author doesn't reply soon, here's what the message
    said:

    I had the same problem - you need to go to log on to the Chase site for
    your account(s), click on the Customer Center tab, go to the bottom of
    the page and click on the "Activate Money, Quicken, etc." link under
    "Reference Center - Tools. Then, go the account in Quicken, and select
    Online services (or something similar to that in the account you want to
    download), and enter Chase as the institution. This will allow the one
    step, direct update. If this is replacing a previous bank, like First
    USA, you need to deactivate the previous download before activating the
    new Chase download.
     
    DP, Feb 28, 2006
    #12
    1. Advertisements

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments (here). After that, you can post your question and our members will help you out.