Does Chase.com work with One Step Update?


J

John Morris

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.
 
M

Margaret Wilson

John said:
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.
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
 
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C

Chuck

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
 
T

TooTall

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?
 
M

Margaret Wilson

TooTall said:
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?
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
 
T

TooTall

Great, I did that and it does the direct downloads now also. thanks.
 
T

TooTall

I had a very hard time finding that spot but it worked. I wish my
other banks would upgrade from qif to direct download.
 
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J

jwmorris53

Chuck,

You are a genius. Doing what you suggested worked perfectly. Thanks.
 
C

Chuck

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
 
O

Oilcan

God bless you. Was a Chase customer and I never saw that I needed to
activate the Web.
 
J

Jeff

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

Thanks.

Jeff
 
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D

DP

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

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