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Posted by jo on August 27, 2008, 2:17 pm
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Bob,
It ended up being easier than that and by accident. I did my normal
manual download from Chase and at the end of it, Quicken put up a
screen asking me if I wanted to add it to the Direct Connects and
walked me thru the entire setup process. I have two Chase cards and
it handled both of them. This is an unexpected plus to upgrading. So
much nicer.
I see either I still have a corruption in my file that effects saved
reports or Quicken hasn't fixed whatever is causing this. There was a
thread on this some time ago: I take an existing report, change the
dates, save to a new report name in no particular folder. Go to look
for the new report and it doesn't show up anywhere. However if I
repeat the process, using the same name, it asks me if the old report
should be replaced. I say yes and still don't see it. Bummer.
jo
> Jo:
>
> Log into your Chase Visa account.
> Go to the Customer Center tab.
> Then under Reference Center, click on
> "Activate Money, Quicken, etc."
>
> Then deactivate your current Web Connect in Quicken.
> Re-activate for download and you should be on Direct Connect.
>
> Good luck!
> Bob
>
>
>
>
>
> > jo:
>
> > Yes, if you do a qfx download from a web site to Quicken, often that ca=
n
> > be
> > automated in Q2007 so the download behaves much like Fidelity's Direct
> > Connect.
> > Who issues your Visa?
>
> Bob,
>
> It's a Chase Visa. =A0Now where do I find out how to setup this kind of
> account so that it will behave like a Direct Connect account?
>
> jo
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