Banking

I know this hasn't been easy for you, jgold.

You may have encountered this error when attempting to reconnect to Chase Bank (All) - New due to the following reasons:

• Your bank changed its service offering from Direct Connect to Express Web connect.
• The connectivity of your financial institution has been disabled.
• You have pending alerts on your online bank account that you need to acknowledge.
• Your bank’s info isn’t updated on the Financial Institutions Directory (FiDir) in QuickBooks.
• There might be a problem with their servers.

I'll share some troubleshooting procedures to fix this error. Before we start, please ensure to do the following:

• Back up your company file and match any pending downloaded transactions.
• Sign in to your bank’s website outside of QuickBooks, and check for pending alerts.
• Can connect to the Internet, and your Windows firewall doesn't block your connection to QuickBooks.
• Check if you get the error in Bank Feeds Classic Mode. If not, this means the file from your bank works best in Classic Mode. If you get the same error, proceed to troubleshoot.
• Update QuickBooks to the latest release.

Let's now run the Verify and Rebuild data to make sure there is no data damage in your company file.

To Verify:

1. Go to the File menu and select Utilities.
2. Select Verify Data, then select OK to close all windows.
3. Once you’ve verified your data, you can rebuild your company file to fix any errors or data damage that's found.

To Rebuild:

1. Go back to the File menu and select Utilities.
2. Select Rebuild Data, then select OK to close all windows.

To check if there's some problem with your bank's servers, let's try downloading transactions in the test company file.

here's how:

1. Open QuickBooks.
2. Go to the File menu, then select New Company.
3. Click Express Start or Start Setup.
4. Set up Bank Feeds for the affected account.
5. Try to download your transactions.

For additional troubleshooting steps, see this article: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.

Once everything is in order, you might consider referring to this guide to help you match transactions in QuickBooks: Add and match Bank Feed transactions in QuickBooks Desktop.

Feel free to leave a comment if you have any questions or issues that are not related to banking. The Community team is here to assist at all times.