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rcaccamisi
Level 2

Chase bank sync

Chase Bank Sync INV-52563
1 Comment
JasroV
QuickBooks Team

Chase bank sync

Welcome aboard to the Community, @rcaccamisi.

 

I appreciate you for sharing the investigation ticket of your concern. I’ve check here on my end the found out the investigation ticket is still open. Rest assured our banking engineers are all hands to fix this as soon as possible.

 

In the meantime, you’ll want to manually upload your Chase bank transactions to your QuickBooks Online (QBO). I’d be glad to guide you how:

 

  1. Sign in to your Bank website and follow the instructions to download the file as QBO, .CSV, or .QFX (maximum file size 350KB).
  2. Ensure to download only those transactions that haven’t been downloaded to your account to avoid duplicates.
  3. Once done, go to the Banking or Transactions menu. 
  4. Select the Banking tab and click the blue tile of your Chase bank.
  5. Select the Link account drop-down menu and then click Upload from file.
  6. Click Browse and then select the file you downloaded from your bank. Then select Next.
  7. In the QuickBooks account drop-down, select the account you want to upload the transactions into. Then select Next.
  8. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then click Next.
  9. Then simply click Let's go when you're ready.

 

You can also check this article for more details: Manually upload transactions into QuickBooks Online.

 

In case you’ve downloaded duplicate transactions, you can just exclude them. You can see this article for guidance: Exclude a bank transaction you downloaded into QuickBooks Online.

 

When everything is all in place, you can now categorize and reconcile your accounts whenever you’re ready.

 

Please bear with us we’re working to fix this. In case you have any other concerns or questions managing your chase bank or with your account, you can always tag me in your reply. I’m always around ready to help you. Have a good one and keep safe.

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