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Level 2

Cannot Connect Chase Credit Card Account to QBO

I had 3 Chase Credit Cards (mine, plus 2 employees) connected to QBO Banking and everything was working fine for a few months.  Recently the connection was lost between QBO and Chase, but when I went to reestablish it I was unable.  Quickbooks brought me to a Chase page that had a "Sign In" button, but when I click "Sign In" it just reloads the same page and there is no place to input my username and password (i.e., no way to "sign in").

 

Anyone else having trouble connecting to Chase, specifically a Chase Southwest Credit Card account?  Any work arounds or fixes?  I don't want to manually enter my transactions for fear that they will be duplicated when the connection is reestablished.

 

 

Solved
Best answer 04-23-2019

Accepted Solutions
QuickBooks Team

Re: Cannot Connect Chase Credit Card Account to QBO

Hi there, @joeMD,

 

Thanks for the screenshot. It looks like we can't access your bank from the current browser.

 

Let's use a different browser to connect your Chase Credit Card account with QuickBooks. Please check to see the list of browsers supported by QuickBooks Online below:

For mobile devices:

You can now download and use other browser.

 

Please keep me posted on what the results are, @joeMD. I'm always around whenever you need further assistance connecting your bank.

View solution in original post

17 Comments
Moderator

Re: Cannot Connect Chase Credit Card Account to QBO

Thank you for letting us know about the error you encountered, joeMD.

 

Please follow these steps to reconnect your Chase account:

  1. On the Banking page, click on Add account.
  2. Search and select Chase Bank.
  3. Follow the log in prompts. 
  4. Ensure all the accounts are checked. Continue through the window. 
  5. When you get to the window where QBO is asking you to map your Bank accounts to accounts, close this window.

Restart QuickBooks Online after the connection. Your Chase account is now updated.

 

Don’t hesitate to comment below if you got additional concerns, I’m always here to help you.

Level 2

Re: Cannot Connect Chase Credit Card Account to QBO

Thank you for the prompt response, but unfourutantely this did not work for me.  When I select Chase Bank quickbooks still takes me to a Chase page that had a "Sign In" button, but when I click "Sign In" it just reloads the same page and there is no place to input my username and password (i.e., no way to "sign in").

QuickBooks Team

Re: Cannot Connect Chase Credit Card Account to QBO

Hi there, @joeMD.

 

Please allow me to join the thread and lend a helping hand so you'll be able to connect your account to QuickBooks Online (QBO).

 

For me to give you the right amount of information, may I know if you've received any error message when trying to connect your account? 

 

As of now, we've received several issues reported by other users affected when trying to connect Chase account to QBO. Our online banking team is currently investigating for an immediate fix of the issue.

 

To verify this further if you're one of the affected users in this investigation, I recommend getting in touch with our QBO Support to check and investigate this further securely.

 

Once confirmed that you're one of the affected users, our support team will add you to the list of the affected users and automatically receive an email notification with the latest updates.

 

On the other hand, to stay updated with the latest QuickBooks news and updates, you may visit our QuickBooks blog.

 

Also, to learn more about connecting bank and credit card accounts to QBO, you may check this article: Connect bank and credit card accounts to QuickBooks Online.

 

You can always add a post/comment below if you have any other banking concerns, I'm just a post away. Have a great day ahead!

Level 2

Re: Cannot Connect Chase Credit Card Account to QBO

Thank you, I will connect w/ Quick Books Support.

 

Joe

QuickBooks Team

Re: Cannot Connect Chase Credit Card Account to QBO

You're always welcome, @joeMD.

 

Please know that our doors are always open here in the Community, feel free to add a post on our Community page or leave a comment below if you have any other QuickBooks concerns.

 

On the other hand, you can always check/read our QBO Help articles for your future reference regarding QuickBooks Online: Help articles for QuickBooks Online.

 

Wishing you continued success! :)

Level 2

Re: Cannot Connect Chase Credit Card Account to QBO

PLEASE HELP!  Quickbooks Support reached out to me 11 days ago regarding this issue, but since then they have not replied to any of my requests for a status update and the problem persists.

 

Who do I need to contact to get attention for this issue?

Moderator

Re: Cannot Connect Chase Credit Card Account to QBO

Hi @joeMD,

 

This isn't the kind of service we want you to experience and I personally want to get an update for you.

 

Rest assured we've already escalated this issue to our Online Banking Team and they're all hands in working for a permanent fix.

 

In the meantime, you have the option to reconnect your Chase bank to QuickBooks. Here's how:

  1. Go to Banking.
  2. Click Add account.
  3. Enter Chase bank's URL in the Search field.
  4. Type in your online banking login credentials.
  5. Complete the MFA prompt.
  6. Click Continue.
  7. Choose the appropriate mapping of your accounts.
  8. Select Connect.

Once done, you can refresh QuickBooks and then your Chase account will now be updated. In addition, here's our detailed guide in connecting your bank accounts to QuickBooks Online.

 

Please know that you'll receive an update of this investigation through your email once you've been added to the list of affected users.

 

We appreciate your patience as we're continually working to fix this issue.

Level 2

Re: Cannot Connect Chase Credit Card Account to QBO

I appreciate the reply, however the "solution" you provided to reconnect my Chase bank to QuickBooks is just the same steps that I have repeatedly been trying and continue to get the same issue.  The Chase Login Window that is provided via the Quickbooks Add Account page is just a blank page with a spinning wheel.  There is option to enter login credentials.  There is no MFA prompt.  THERE IS NO WAY FOR ME TO CONNECT MY CHASE BANK ACCOUNT USING THESE PROCEDURES.  I've attached a screenshot for your reference.

 

Who do I need to speak with at Intuit/Quickbooks who can actually help me resolve this ongoing issue?  I've been without a connection to my Chase account for weeks now and my bookkeeping and reporting is falling too far behind.

QuickBooks Team

Re: Cannot Connect Chase Credit Card Account to QBO

Hi there, @joeMD,

 

Thanks for the screenshot. It looks like we can't access your bank from the current browser.

 

Let's use a different browser to connect your Chase Credit Card account with QuickBooks. Please check to see the list of browsers supported by QuickBooks Online below:

For mobile devices:

You can now download and use other browser.

 

Please keep me posted on what the results are, @joeMD. I'm always around whenever you need further assistance connecting your bank.

View solution in original post

Level 2

Re: Cannot Connect Chase Credit Card Account to QBO

Thank you, this solved my problem.  I logged into QBO using Safari and was able to reconnect my accounts.

 

FYI the "browser" that wasn't working previously was actually the QBO Application for Mac.

Level 1

Re: Cannot Connect Chase Credit Card Account to QBO

Hello

I have attempted chase card connect to QBO and it has replied 

Start by connecting your Chase Bank accounts with Intuit, the maker of QBSelf Employed. 

 

What run around answer is this, and how is such a thing done, and why does this reply even Exist.  We are not all techies. 

QuickBooks Team

Re: Cannot Connect Chase Credit Card Account to QBO

It could be that you also have QB Self Employed account, Jwpeace.

 

QBO and QB Self Employed have the same message when syncing credit card or bank accounts. Let's make sure that you're logged in to the correct account. Try to log out and click on this link to log in to QBO.

Chase.PNG

 

Also, you can perform these troubleshooting steps if the same thing happens. Let's use an incognito window to connect your Chase Bank account. Here are the keyboard shortcuts to open a private browser:

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Internet Explorer: Ctrl + Shift + P
  • Safari: Command + Shift + N

If it works, we'll need to clear the cache to prevent this from happening again. There are times when we'll experience unusual behavior if the browser saves too much cache. Additionally, you can use a different browser like Google Chrome, Mozilla Firefox, or Microsoft Edge.

 

You can also read this guide if you need help about reconciliationI'll be right here if you need further assistance with this. Thanks for dropping by and take care!

New Member

Re: Cannot Connect Chase Credit Card Account to QBO

When I try these steps to add my Chase account, I get a screen that says "sign in to account" but it won't let me click continue.  

QuickBooks Team

Re: Cannot Connect Chase Credit Card Account to QBO

I thank you for sharing a screenshot, @mountaintmutt.

 

When connecting Chase Bank and QuickBooks Online, we have to consider the primary account holder. Let's ensure that the primary account holder will be the one granting permission to connect to QBO bank feeds.

 

Chase bank limits who can establish online connections with them. This means QuickBooks can only be accessed with the primary account holder’s username and password. You can contact the Chase bank Customer Care Team to verify the account's primary holder.

 

If you're the primary holder and you're still unable to connect your Chase account after following the steps provided in this thread, I'd recommend contacting our Customer Care Team. An agent will be able to further look into the reason why you can't click the Continue button on a secure environment.

 

Here’s how to contact us:

  1. Go to the Help icon.
  2. Scroll down to the bottom of the page.
  3. Click Contact US
  4. Enter your question in the What can we help you with? field.
  5. Click Let’s talk
  6. Choose a way to contact us:
    • Get a callback 
    • Start messaging
  7. Enter your contact information.
  8. Select Call me or Send a message.

Keep me posted if you have other questions. I'm always here to help.

Returning Member

Re: Cannot Connect Chase Credit Card Account to QBO

Same issue persists for me. I just moved from QB Pro2018 on windows to QB 2020 on mac. AMEX works, chase doesn't. 

 

- MD

QuickBooks Team

Re: Cannot Connect Chase Credit Card Account to QBO

When transferring from Windows to Mac, you’ll have to setup the online banking again, mandardange.


This is to makes sure you’re still able to download transactions after the conversion. Here’s how to setup Direct Connect in QuickBooks Desktop for Mac:

 

  1. Go to Banking then select Online Banking Setup. 
  2. Select your financial institution from the list. 
  3. Once prompted, select Direct Connect. 
  4. Select Yes if you have activated your account for QuickBooks online services. No if not yet, then click Next.  

If this won't work, I'd recommend reaching out to our technical support team. They'll be able to run some test and investigate the issue further.

 

Here's how to get in touch with them:

 

  1. Visit this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks Desktop Mac. 
  3. Choose a topic. 
  4. Scroll down and click Get Phone Number.  

In the meantime, you might want to download your transactions through We Connect. Below are the steps to do this:

 

 

  1. Open a web browser, and log into your FI's website
  2. Once you have located where to download the web connect file, enter the desired date range and download the .QBO file to your desktop. If you are not prompted for a date range, you will receive the maximum number of transactions allowed by your FI.Important: Please contact your FI if you're not sure how to download the QuickBooks Web Connect file (.qbo) from the website.
  3. To import the transactions, go to Banking > Downloaded Transactions and then choose Import File.  

You can also check this PDF to learn more about QuickBooks Desktop mac Mac 2020 functionality: Guidelines. 

 

Find your way back here if there's anything else you'd like to ask or share. 

 

Returning Member

Re: Cannot Connect Chase Credit Card Account to QBO

Thank you for your reply. 

 

So here's what I found. The specific issue is with Chase credit cards. After I tried to add my Chase business credit cards to QB 2020 on mac,

1.I had to sign on to my chase accounts online. 

2. Check secure messages and click on the last one that said "Action Required for Quicken or QuickBooks users"

3. Click on "Confirm your identity" link.

 

Unfortunately, simply clicking on the above link took me back to my logged in account summary page. So I had to call Chase customer support and the rep was extremely knowledgeable about this process (kudos to the support staff).

 

a. She asked me to note down the server https address from my account logged in page.

b. Then she asked me to copy the link for "Confirm your identity"

b. Paste the copied link in a new browser tab

c. Edit the initial server address "secure" by appending it by the particular server name from "a" above. (This may be different for everyone). 

d. Then hit return key

e. That brought up a code and Confirmed my identity.

f. That did the trick. 

 

This was not the case when I added my AMEX business cards. 

 

Hope this helps others. 

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