pcharles12
Returning Member

Business & farm

Same problem here with attempting to import financial data (File > Import > Import from Financial Institution) from JP Morgan Chase & Co. I can see and select my accounts, click on 'Connect my Account(s), I see the message ' Connecting to JP Morgan Chase & Co..., then 'Connection Complete!, then 'Looks like we've run into an error.' TT has forced closure. Cleared cookies and cache, restarted Windows 11 machine.

 

Yes, software is complex... If an import feature is present, it should work, particularly if the financial institution is one of the big ones. Per the product description, "Avoid mistakes by importing W-2s, investment & mortgage information from participating companies (may require free Intuit account)." JP Morgan Chase & Co. appears to be a participating company. Are there any options other than manual date entry?