Chase UK bank feed set up is not showing sign in page, just Chase logo

Sorry should have added I have tried Desktop versions of Chrome, Chrome Incognito and Edge.

Screenshot shows what I am seeing when it is meant to be going to the Chase login page. 

Then it goes back to QB and says there is a problem.

Thanks

Hi there, user Suzanne. 

I appreciate you sharing the steps you’ve taken to connect your bank with QuickBooks Online (QBO). I'll share some details regarding the connectivity problem. 

Sometimes, the connections may seem slow or stuck due to some maintenance issue on the bank’s end. As our initial fix, I'd recommend logging in to your bank’s website to check for any updates or notifications that may cause the connectivity problem. 

Here's how: 

1. Get the URL QuickBooks uses to connect by going to Bookkeeping and selecting Transactions.
2. Select Bank Transactions, or go to Bank Transactions.
3. Select the Link account to get the listed URL.
4. Search for your bank and select it.
5. Copy the URL listed for your bank.

If the issue persists, I recommend contacting our Customer Care Team. They can run a remote viewing session to help identify the root cause of this matter and apply a fix.

Here's how to reach them:

1. Click the Help menu in the upper-right-hand corner.

2. Type in Talk to a human, then press Enter.

3. Select Contact Support Team.

4. Type again Talk to a human and click Contact Support Team.

5. Choose a way to connect with us.

In the meantime, you can manually upload them by requesting a .CSV file from your financial institution. This article provides a comprehensive guide on how to do this: Manually upload transactions into QuickBooks Online.

Once the transactions are in, you’ll need to categorize and match your transactions. This way, we can ensure your records are accurate. You can then proceed to reconcile them.

Keep me posted if you have other questions or concerns about connecting with your Chase bank. I’m more than happy to help and get this taken care of for you. Have a good one.

Access to the Chase UK accounts is via a phone app not a website (and this is working fine), can you please confirm these type of accounts can be linked to QB.

Thanks 

Thanks for getting back to the thread, Suzanne.

Let me add more information about your concern.

Yes. The Chase accounts you're trying to link are supported in QuickBooks so, you can connect it to your company file. To connect, you must log into your QuickBooks using a computer web browser.

You can refer to these articles for reference:

• Connecting Chase Bank to QuickBooks Online
• Connect bank and credit card accounts to QuickBooks Online

If you're unable to locate your bank, you can reach out to your Financial Institution to ask for an update and verify if they're undergoing system maintenance, temporarily affecting connectivity.

However, if you confirm that there's no ongoing system maintenance to your bank but still unable to connect your Chase accounts to QuickBooks, I encourage you to reach out to our Technical Support Team. This way, they can help you pull up your account in a secure space and provide in-depth troubleshooting steps to get this resolved. They can also create a ticket for investigation if needed.

Here's how:

1. On your company file, go to the Help menu.
2. Select Contact Us.
3. Enter your concern, then select Let's Talk.
4. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

Please be aware that the scheduled time for the Call support is available from M-F, 8:00 AM to 10:00 PM, and S-S, 8:00 AM to 6:00 PM. See this article for further details: QuickBooks Online Support. Otherwise, you'll want to reach out to our QuickBooks Support Team through this website: Contact QuickBooks Support.

Furthermore, I'm leaving these articles for future reference:

• Categorise and match bank transactions in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

Keep me posted if you have follow-up concerns in managing your Chase bank accounts in QuickBooks or other banking concerns. I'm just a post away.

I have tried using various desktop browsers and have checked there are no operational issues with Chase uk.

The qr code in step 7 of the article you refer to doesn't come upon the screen

I appreciate your efforts in checking your financial institution for updates or system maintenance announcements, suzanne.

Regarding the QR code, I suggest contacting your bank to verify why it doesn't show on the screen upon following the steps in linking your bank account to QuickBooks Online (QBO).

In the meantime, since you can't establish a connection yet, you can manually upload your transactions to QBO. Here's how:

1. Sign in to your bank or credit card's website.
2. Follow your bank's instructions on how to download CSV files of your transactions to your computer.
3. Make sure the date range for the download is at least one day before your oldest transaction.
4. Download your transactions. Then, save the file somewhere you can easily find.

Once done, you can manually upload the file into QBO. Refer to the steps below:

1. Go to Banking, then select Bank Transactions.
2. Choose the blue tile for the account you want to upload the transactions into.
3. Click the Link account dropdown and then Upload from the file.
4. Select Drag and Drop or select Files, and then choose the file you downloaded from your bank. Then hit Continue.
5. In the QuickBooks account dropdown, select the account you want to upload the transactions to. Then, select Continue.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then click Continue.
7. Choose the transactions you would like to import. Then tap Continue.
8. Select Yes. Then, when you've accepted your transactions, hit Done.

You're welcome to drop by again if you have other questions about linking Chase Bank to QBO, suzanne. I'll be around to assist.

Thank you, I have raised a case with Quickbooks support.

Unfortunately I can't upload transactions as they only provide pdf statements not csv format.

This is the response from Chase :

To scan or produce a QR code is currently not supported by Chase as of the moment. Rest assured that I will be logging it into your account as a feedback and we will definitely notify you once the feature is available on the app.

I don't understand the QB instructions for connecting the account if this is the case

I have just been advised by QB Support that Chase uk cannot connect with QuickBooks Online, only self employed

Hopefully this will get added to Online soon as Chase can't provide csv statements.

Thanks

Thanks for getting back to the thread, Suzanne.

If your financial institutions are supported under Open Banking regulations, you can connect them for a complete, real-time view of all your finances and cash flow.

You can review the "List of banks that support Open Banking connection" section of this article to verify if your bank offers open banking: Banks that support Open Banking connections with QuickBooks Online.

In addition, you create a request to initiate connection support for your bank within QuickBooks. Let me show you how:

1. Go to the Transactions menu, then select Bank transactions.
2. Click Connect account.
3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
4. Select Request.
5. Enter your bank's web address (URL) in the field provided and click Request.

Moreover, you can use a third-party converter tool to convert the PDF statements from Chase UK Bank to a CSV file. After converting the file, you can now manually upload your transactions into QuickBooks. 

Once your transactions are in QuickBooks, it's time to match and categorise them. They will go into your accounts after you review them.

You can also set up bank rules to speed up your review process in QuickBooks Online.

Please let me know if you need further help connecting your Chase account and uploading your transactions. I'm always here to offer additional help. Have a good one.

I've been dealing with this for over a month myself now. I did connect my Chase UK at the beginning of April, but disconnected a day or two later as it was creating duplicates of all the manual inputs I'd made. Once I filed my tax return a few days later, I tried to connect again and have been unable to then and on dozens of occasions afterwards. I've been in contact with Chase and they say there is no problem on their end. Quickbooks keep telling me that Chase UK doesn't work with Quickbooks, which is ridiculous as it offers it on the list of banks that can connect (when I first tried a year and a half ago, it wasn't listed there), and it did allow me to successfully connect just a month ago. They just keep giving me that same answer, which doesn't fit with the answers on this thread and doesn't make sense anyway. I feel like I'm being fobbed off.
I have been able to import manually, but part of the reason of staying with Quickbooks this year was seeing that they now connect with Chase UK and how much easier that would make things for me.

Hello HayleyBPT, thanks for contacting the QuickBooks Community. From what we understand Chase bank connection is available but has to be done on a computer desktop as mentioned in this help article it does not work on a mobile device.

We're very sorry you have not been listened to when you were in touch with customer services. If you can provide a screenshot of the message you receive on the desktop when you try and connect Chase bank and we'll get this escalated to our senior technicians.

It's good to have someone validate that I'm not crazy and that I should be able to connect Chase UK! I have tried on my desktop several times on Chrome, Edge and Firefox, to no avail. Weirdly, it did go further when I tried on my phone on desktop mode on the off chance. It showed a QR code then, which the desktop won't, and it went through to my bank, but then it crashed. Tried again a few times but with the same result.

I appreciate your efforts in connecting your Chase bank to QuickBooks Online (QBO), HayleyBPT, and thank you for bringing this matter to our attention. 

It's indeed unusual for your Chase bank to have trouble connecting to QBO. Could you please provide specific details about the results you received when attempting to connect to your bank? A screenshot will also be a great help when identifying the issue. 

If you have tried all possible troubleshooting steps and your bank still can't connect to QuickBooks Online (QBO), I recommend contacting our support team for assistance. They have the tools to dig deeper, diagnose, and address the issue. Our support team can also identify the cause of this problem and provide a detailed explanation of why you are experiencing this issue. By doing so, they can work with you to find the most suitable solution or workaround.

Here's how: 

1. In your QBO account, select Help (?).
2. Choose the Search tab.
3. At the bottom of your screen, click Contact Us.
4. Type your concern. Then click Continue.
5. You may choose Callback, Appointment, or Chat, as your way to connect with us.
6. Kindly fill out the provided fields, such as your First name, Last name, Email address, and Phone number.
7. Depending on what you choose as your way to connect with us, click Callback, Schedule an appointment, or Chat. 

Alternatively, you can manually import the transactions from your bank or credit card to update records in QBO. Then, you can categorize them accordingly. 

Please keep us updated after contacting our representative or if you've got further information. We're here to offer further assistance with any other banking queries. 

Hello,

Sorry for the late response. I had already been back and forth several times with a few members of the support team by the time I wrote this, who all kept trying to tell me that Quickbooks and Chase UK cannot connect, which I knew wasn't true as I had done it in the past and the option to connect them is there.

An update-

I tried again a few days ago and it said on the connection page that the Chase UK (desktop) connection was under maintenance, until the following day, which indicated that the problem was finally being worked on. I tried again today and the necessary QR code to connect it with Quickbooks was finally showing up, which it hadn't since early April. However, when I clicked on it, it opened up a new page saying 'We are sorry. Invalid request'. 

I have let Chase know in case it is a problem on their end but would appreciate Quickbooks looking into it too. I'll let you know if I get another update.

Hello Hayley, thanks for the update. We have passed this detail onto our banking engineers to ask for an update. As soon as we have further detail on the QR code we'll add to this thread straight away.