Hi QB Community!
I am aware of the Chase issues with QBO, and had a client be told by Intuit that to import Chase CC transactions when employee cards are involved they needed to set up a Parent account and make all the employee cards sub-accounts. I have been doing that for my clients and it is working great.
I now have a client that is having issues with the desktop version. I am wondering if anyone has tried the same solution and if it worked. The only solution I have found on the forums is for the client to download their transactions directly from chase and then import them.
Thanks for stopping by the Community for help with this, @StephanieA. You've come to the right place. What you mentioned for QBO, needing to set up a parent account and make all of the employee cards sub-accounts is my recommendation as QBO and the desktop version, at their core, function the same way. This also includes the way online banking and account hierarchy work. By moving forward with this, you should be similarly successful with the desktop version as you are with QBO.
In the event you are unable to set up employee cards as sub-accounts, you can instead manually import transactions as you mentioned earlier. Just in case you end up needing to do this, I've included a link for an article to help with doing so: Import web connect (.qbo) files.
If you have any questions about this or anything else QuickBooks, don't hesitate to reach out to me. Your success is what I strive for, so you can always find me here in the Community.
After years, I am also now having trouble connecting to Chase. Not only can I no longer directly connect, but I can no longer download transactions from the Chase site and import, as you suggest here. I am attaching the error message. Moreover, inside the Quickbooks application, the 'Download Transactions' tab now takes 20 seconds to even pop up. All other functions work as normal.
I was told that I buy an upgrade to the latest desktop version, with no guarantees it would work.
I would greatly appreciate your help in resolving this matter. Thank you.
Hi there, Frustratedlongtimecustomer.
You came to the right place. Downloading transactions in QuickBooks Desktop (QBDT) is my specialty, so let me lend you a hand in resolving this error and get you back on track.
Just to clarify, did you download an IIF file from the Chase website? If you are, I'd suggest you download a .QBO file (WebConnect) instead, and import it to QBDT. Although misleading in name, it's the recommended file for both Desktop and Online when bringing in bank transactions.
The following steps will help you with the process.
Download transactions from your bank's website:
Upload the file to QuickBooks Desktop:
For additional insight about this, I recommend the following these articles:
If the issue persists, please contact the Phone Support Team so they can pull up your account in a safe environment and further assist you in importing them. Here's how you can reach them:
Regarding the other concerns that you mentioned, we haven't received any reports similar to them. However, I'll report this to our engineers, so we can monitor this on our end and make sure that it won't turn into a problem that'll affect your transactions.
Additionally, I'll keep an eye out for updates and provide them as soon as they're made available to me.
Please be sure to let me know if there's anything else you need, I'm always available here for all of your QuickBooks questions. Thanks for coming to the Community and have a wonderful day.