tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/16784-chase-credit-card-downloadInfinite Kind: Discussion 2020-10-24T17:50:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/484860472020-07-25T09:52:53Z2020-07-25T09:52:53ZChase credit card download<div><p>I'm a fellow user.</p>
<p>I suspect you may be clicking on the download button when the register is open.</p>
<p>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.</p>
<p>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.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/484860472020-07-25T14:32:33Z2020-07-25T14:32:33ZChase credit card download<div><p>Hi Dean,</p>
<p>I am a Chase Visa client. Just to add to forum member dwg's reply...</p>
<p>Can you confirm that you've followed the instructions to set up online banking to Chase as outlined here?<br>
<a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/direct-connect">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...</a></p>
<p>Take note that you must first authorize your accounts for desktop software on the Chase website.<br>
The option to do so is hidden fairly well on the Chase website.<br>
Click the head-and-torso icon in the upper right-hand corner.<br>
Click 'Profile & Settings'.<br>
From the resulting menu on the left, select 'Account Safe'.<br>
You should then click on 'Desktop Software'.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/484860472020-07-25T14:47:53Z2020-07-25T14:47:54ZChase credit card download<div><p>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.</p></div>Dean Keithtag:infinitekind.tenderapp.com,2009-01-14:Comment/484860472020-07-25T17:40:34Z2020-07-25T17:40:34ZChase credit card download<div><p>Hi Dean,</p>
<p>You're welcome. I'm glad to hear that you were able to get it working.</p>
<p>Thank you for reporting back with your results.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.