Can you please provide assistance with the Chase Upgrade?
Chamm2018
Expensify Customer Posts: 1 Expensify Newcomer
We have been using Chase Direct Connect OFX to import our credit card information. I have tried several times to upgrade our connection, however, I keep getting the following message.
" It looks like you can't grant this app access to your account. If you have questions about your account access, please call us at 1-877-242-7372.
We have called this number and talked to at least 5 different peoples and they have referred un back to you. Please help.
" It looks like you can't grant this app access to your account. If you have questions about your account access, please call us at 1-877-242-7372.
We have called this number and talked to at least 5 different peoples and they have referred un back to you. Please help.
Answers
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Jason Li Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 231 Expensify TeamHi @Chamm2018 - welcome to the Community!We've recently upgraded our Chase card connection with a new API to provide a more reliable connection for our users! Previously users have had to enable a direct connection or had a business checking. That is no longer the case!
When re-establishing your Chase connection, please choose the "Chase (New and Upgraded)" option.
Before deleting your old connection, please make sure that all the transactions previously imported to your Expensify account are added to reports and submitted. When you delete a card, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in your account.
For more details, please check out our Community posts-
