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deeplyconcerned
January 6, 2025
Solved

Online connection to Chase stopped working

  • January 6, 2025
  • 2 replies
  • 0 views

Quickbooks Mac Plus 2022. (desktop)

 

Online connection to Chase has stopped working.  Cannot connect cannot download transactions.  Tried reconnecting through the downloaded transactions dialog, tried through chart of accounts/edit account/online settings.  tried disabling online for this checking account then reconnecting via Online Banking Setup....  Each time it opens the external browser window, as normal,  I log into Chase successfully, and it says "It looks like this part of our site isn't working right now.  Try a different browser or the chase mobile app.  if the problem continues please try agin later.  thanks for your patience."  I've tried 100 times over several hours, no dice.

 

tried  setting my default browser to chrome.  When I try to connect through QB it opens a blank browser window with chrome but does not initiate a login for Chase, just a black google browser window.  Useless.

 

Set default browser to Firefox and it just opens the safari window and chase login, which leads to the message as sated above.  SO Firefox doesn't even launch from QB.

 

The chase website is not down, and there is no way to link Quickbooks from chase by just logging on to chase, it must be done this convoluted way through QB.

 

So I'm at an impasse.  Suggestions welcome, thanks..

 

 

 

Best answer by deeplyconcerned

It's valid to be cautious about the privacy and security of your personal information, deeplyconcerned. I can assure you that our team prioritizes the confidentiality of your files, data, and private details.

 

To ensure your concern about your connection to your Chase Bank is resolved, it's best to submit the files you've downloaded to our team. They have the tools to fix this matter thoroughly using the copy you'll be providing.

 

I'll be providing these steps below so you can contact them:

 

  1. Open your QuickBooks account.
  2. Go to Help, then select QuickBooks Help.
  3. Click Contact Us. Then, share a brief description of your issue to Continue.
  4. Sign in to your Intuit account and then click Continue with my account.
  5. Check your email for the single-use code and enter it to Continue.
  6. Choose a way to connect with our team:
    •  Chat with us - start a conversation with our live chat team.
    •  Have us call you - get a call back from our available agents.

 

Additionally, you can review our Support Hours to ensure you can connect with our experts seamlessly by accessing this link: Get help with QuickBooks products and services.

 

I'm also attaching these resources that you might find handy when classifying your transactions and reconciling your accounts:

 

 

If you have more questions about your bank connectivity in the platform, please visit this thread again. We're always here for you.


On a hunch, after trying literally everything in the known universe, and after running an update on Chrome (which still failed to make Chrome work properly with QB) I ran simple update of Safari, and voila!  Reconnected with Chase, the external browser window allowed me to log in without the "site not working" message.  Turns out that's all I had needed to do from the beginning.  Astonishing that something so basic and simple occurred neither to me, nor any of the helpful support people here, despite literally every other suggestion.  Isn't that always the way?  Anyway, all's well that ends well.

 

Next time something like his happens, JUST UPDATE YOUR SAFARI VERSION.

 

 

2 replies

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IrishA
January 6, 2025

I recognize how crucial it is for you to connect your bank transactions to your QuickBooks Desktop for Mac, and I deeply appreciate your reaching out to us to address this concern and explore potential solutions. I see that you've already tried some troubleshooting on your end, but allow me to suggest additional steps to assist you further so you can get back to working on your business.

 

Let's start by confirming that your QBDT Mac is updated to the latest release. QuickBooks regularly releases updates to improve your experience and address any issues, so it’s important to stay current. Here's how you can check it:
 

  1. Open QuickBooks Desktop for Mac.
  2. Press Command + 1 to open the Product Information window.
  3. Check your current version and release.

 

To check if you have the updated release you can refer to this article for more details: Release notes for QuickBooks Mac Plus 2022.

 

Afterwards, if your software is up to date and the issue persists, it is because to the list not updating automatically despite having the latest release. Sometimes, updates do not proceed as expected, however rest assured, we can work through this together to resolve the issue and ensure your list is updated correctly moving forward. Here’s how we can proceed:

 

  1. Go to File, then Close Company.
  2. Press both the Command button and the number 1 on your keyboard to display the Product Information window.
  3. Select the Logging tab, then click on Delete FiDir.
  4. Close and reopen QuickBooks.
  5. Open your company file, navigate to Banking, then Online Banking Setup to try reconnecting to your account.

 

If the problem continues, please follow solutions 3 and 4 mentioned in the article for more detailed steps: Fix online banking issues in QuickBooks Desktop for Mac.

 

Additionally, to ensure that your transactions in QBDT align with your bank accounts, you can check this helpful article: Reconcile accounts in QuickBooks for Mac.

 

We're here to ensure you have smooth, streamlined management of your financial transactions. Please don't hesitate to get back to us. Take care.

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deeplyconcernedAuthor
January 7, 2025

Thanks for your reply.  Unfortunately I've tried all your recommendations and the recommendations in the links and no change, I still get the same message from Chase when trying to connect.

 

I upgraded to the latest version of 2022 for Mac, deleted the FiDir file.  Closed and reopened several times to make sure changes were recorded, but no dice.  I disabled online for the checking account in QB then tried to re enable/reconnect  No help either.  Again I tried setting my default browser to Chrome after updating QB versions but again it simply opens a Chrome browser window without actually going to Chase login.  The only browser where Ic Ann successfully log into chase when trying to connect a QB account via QB Online banking Setup is Safari.  I successfully log into chase this way, but it always goes to the message.  It only seems to be happening with Chase, I was able to reconnect Express Web Connect to both my American Express credit card accounts this same way and it worked fine.  Does anyone know if this is a chase specific issue?  have they stopped Express Web connect support for QB?  Was working fine a few months ago. 

R
RCV
January 7, 2025

We appreciate you coming back and performing the recommended solutions provided by my colleague, deeplyconcerned. Let's perform some other troubleshooting steps to get your Chase bank connected to QuickBooks Desktop for Mac.

 

I've checked our records and there's no reported case about this one. Let's find out if there’s an issue on your bank's servers by following the steps below: 

 

  1. Go to File and select New Company.
  2. Create a name for the test file, then Save.
  3. Complete the Create New Company wizard and hit Finish.
  4. Add the account that was experiencing issues to the Chart of Accounts.
  5. Set up Online Banking for that account.
  6. Press Download transactions.

 

If the download fails in the new file, it could be there's an issue on your bank’s servers. We recommend contacting your bank and speak with a bank representative familiar with QuickBooks Bank Feeds. Then, ensure your account(s) are activated for the services you need for QuickBooks.

 

If the same thing happens, we can collect log files and reach out to our Technical Support Team. They'll pull up your account in a secure environment to get help troubleshooting the issue. Here's how to collect them: 

 

Turn on OFX logging:

 

  1. Go to Help on the top menu and select Product Information (Command + 1).
  2. Click the Logging tab.
  3. Tap the Enable OFX Logging checkbox and close the window.

 

Collect log files:

 

  1. Repeat the steps that caused the error.
  2. Click File and select Close Company.
  3. Tap Help and choose Product Information (Command + 1).
  4. Hit the Logging tab.
  5. Press Collect All Logs.

 

You’ll see a ZIP file saved on your desktop and our support expert will ask for this to help troubleshoot the problem.

 

You can check out this article for guidance on which report to create based on the data you wish to view: Create reports in QuickBooks Desktop for Mac.

 

Additionally, you can refer to this article to help you resolve your account balances if you encounter reconciliation discrepancies: Find reconciliation discrepancies (Mac).

 

Please stay in touch with us if you have additional questions about managing your bank connections or any QBDT Mac-related concerns. We'll ensure you get answers as soon as possible, deeplyconcerned.

MitchMac
MitchMac
January 7, 2025

After you tried changing default browsers, did you close all browsers and then go back to QuickBooks and try, or were the browsers left open?  I would try changing the default system browser to Chrome, close all browsers on the system and then try again to log into your account for online banking.

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deeplyconcernedAuthor
January 7, 2025

Thanks, yes I have, but as mentioned Chrome is not working properly with QB.  When the default browser is set to Chrome, even if I close all browsers first, restart QB, even restart he computer, attempting to connect an account via Online banking Setup results in a blank Chrome window opening, but not going to the Chase login, as it does when Safari is set as the browser.  I am wanting to try Chrome here as others have said it works more reliably than safari for this, but it is simply not doing what it's supposed to do.  You can see in my screenshot, when connecting using safari, first a qbmac-olb.app.inuit.com window opens which says "Connect your account" and a green "continue "button.  Which then opens a second external browser window for the secure Chase login.  This same order occurs when Connecting my American Express accounts with Safari set as default, only the Amex accounts complete the process successfully, where the Chase does not.  When Chrome is chosen as the default browser however, none of this occurs, I don't get the qbmac initial window, and I don't get the second login window--just a blank google home screen in Chrome.  So Chrome is not working properly with QB integration, and it would appear that this is a Chase issue, rather than Safari or even QB since as stated the Amex accounts were successfully connected using this same method in Online Banking Setup,a dn the message is coming from he Chase portal, not QB.  However, I would still very much like to be able to attempt this using Chrome, if anyone as any thoughts on why QB is not performing the correct sequence of events using Chrome as it does when using Safari, I'm all ears.  Is there a setting in Chrome itself that needs to be tweaked to enable it to work properly with QB?

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