Hello:
Chase Bank (& others) has added an extra level of protection. I just went through the steps to reconfigure and allow QB permission to access the New Chase transaction.
When I first attempted to download my transactions (by clicking the "Send & Receive" Button), I received a notice stating that my current mode (Classic) no longer works & I must switch to "Side-by-Side" mode. The problem is, there is NO Side-by-Side mode - the other two modes available are "Advance" & "Express". Even the (Awesome) Lady at QB SUPPORT was confused. She didn't know of a "Side-by-Side" mode. I'm assuming I'm not the only person using Desktop with this problem & was hoping others figured out what to do.
NOTE: I tried both the "Advance" & "Express" Mode and, while I was able to download & match my transactions, the balance QB shows I have in Chase is NOT the same balance of my matched transactions. QB shows me Chase's current balance - which INCLUDES Today's "pending" transactions (which QB has not download - since they haven't been posted). It was never this way before. Formerly, QB would show me Chase's balance of the posts transactions only - the ones I downloaded - which made it possible for me to do a daily "reconciliation" to ensure my account matches with the bank. Now I can't.
