Chase credit card download

Dean Keith's Avatar

Dean Keith

25 Jul, 2020 09:31 AM

When I try to download transactions I get the error message "We don't support this browser anymore." That's why I was going to leave Quickbooks because Intuit refuses to address this issue. Is MoneyDance going to fix this anytime soon?

  1. 1 Posted by dwg on 25 Jul, 2020 09:52 AM

    dwg's Avatar

    I'm a fellow user.

    I suspect you may be clicking on the download button when the register is open.

    By default this starts an internal http implementation (a limited browser if you like) This is very much in the early stages of development and is known to not work with many institutions at this time. If you are using this button hold down the control key (command key on Mac) when you click on this button and the system browser will start instead.

    It is my understanding that Chase supports Direct Connect for automated downloads, and if you set this up the download button will start this process in preference.

  2. 2 Posted by -Kevin N. on 25 Jul, 2020 02:32 PM

    -Kevin N.'s Avatar

    Hi Dean,

    I am a Chase Visa client. Just to add to forum member dwg's reply...

    Can you confirm that you've followed the instructions to set up online banking to Chase as outlined here?

    Take note that you must first authorize your accounts for desktop software on the Chase website.
    The option to do so is hidden fairly well on the Chase website.
    Click the head-and-torso icon in the upper right-hand corner.
    Click 'Profile & Settings'.
    From the resulting menu on the left, select 'Account Safe'.
    You should then click on 'Desktop Software'.

    I'm not 100% sure of what the next step is as my accounts are already authorized but I'm sure it's self-explanatory.

    Once you've authorized your account, run the Set Up Online Banking routine in Moneydance and try to connect. Take your time going through the various steps of the routine - there is no room for error.

    Afterwards try to connect to Chase by either clicking the menu item, using the appropriate key-combo or by clicking the 'Download' button in the register.

    If you receive an error message pertaining to verifying your identity, look to your inbox for instructions on how to do so. Don't worry, it's a simple matter of logging on to Chase and clicking a link.

    -Kevin N. (not a member of MD support)

  3. 3 Posted by Dean Keith on 25 Jul, 2020 02:47 PM

    Dean Keith's Avatar

    Yup. That was it! Thanks Kevin and DWG! You should read the Quickbooks forums about this issue. Dozens if not hundreds are having the same problem and their "AI" is all that will respond.

  4. 4 Posted by -Kevin N. on 25 Jul, 2020 05:40 PM

    -Kevin N.'s Avatar

    Hi Dean,

    You're welcome. I'm glad to hear that you were able to get it working.

    Thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

  5. System closed this discussion on 24 Oct, 2020 05:50 PM.

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