Hello, JonL.
I understand how you feel and the importance of using the enhanced Express Web Connect to keep track of your financial transactions.
You're on the right track in preparing QuickBooks to switch to Express Web Connect. However, you'll see the option for Chase Bank (ALL) – New this coming 9/27/2022. This is the reason why even after updating and restarting QuickBooks it doesn't come up.
Please keep in mind that Chase Bank and all affiliate banks are required for account reconnection on the above-mentioned date. These are the list of affiliate banks:
- First USA
- CardMember Services
- Bank One
When the time comes, you can refer to this article to walk you through the entire process: Switch from direct connect to express web connect online banking.
Do you require help in matching transactions in QuickBooks? If so, consider this resource for additional information: Add and match Bank Feed transactions in QuickBooks Desktop.
If you need further assistance in QuickBooks, don't hesitate to post again. We're happy to help you.
