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Level 2

Chase bankfeed imports TRANSFERS as DEP or CC CRED. How do I fix this?

I cannot seem to properly import transfers from my chase bank feed. Once the transaction is listed as a deposit or cc cred, I see no way to change it. What is the best way for me to handle this? Here are two examples:

You can see that we even have "Transfer" in the Downloaded As column. But it marks it as a deposit

 

trasnfer 2.JPG

 

Here a credit card payment is marked as a "CC CRED" ( which I think is like a return or chargeback? )

import.jpg

 

Any help appreciated.

Solved
Best answer 12-10-2018

Best Answers
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Level 2

Chase bankfeed imports TRANSFERS as DEP or CC CRED. How do I fix this?

QB requires that you have already set up the transfer manually in QB. Otherwise it imports them as CHK and DEP. This is working as intended. Very frustrating, as this seems like something that would be very easy to either implement, or that I be allowed to convert it to a transfer during the import process.

 

 

 

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QuickBooks Team

Chase bankfeed imports TRANSFERS as DEP or CC CRED. How do I fix this?

Hi there, @kcroy.

 

Welcome to the Community family. I'm here to ensure that your bank imports transactions correctly into QuickBooks Desktop. 

 

There haven't been any similar cases reported to us. To better isolate this matter, you can try running the verify and rebuild process. Verifying data identifies the data issues within your company file, while the Rebuild data resolves most data integrity issues.

 

Here's how:

  1. Click on File at the top menu bar.
  2. Select on Utilities.
  3. Click on Rebuild Data.
  4. Select OK when you see Rebuild has completed.

Once done, you can proceed with verifying the data:

  1. Click on File.
  2. Select on Utilities.
  3. Click on Verify Data.
  4. If you see QuickBooks detected no problem with your data, select OK. You may continue using your company file.

 

For detailed steps about this process, please refer to this article: Resolve data damage on your company file.

 

However, if the issue still occurs after performing these steps, you can try using the QuickBooks Diagnostic tool to verify and fix issues with your company file. For more information on how to do that, please check out this article: QuickBooks File Doctor - Fix your Damaged Company File.

 

If the problem continues after trying all the steps provided above, I'd suggest reaching out to our Phone Specialist. Agents have the necessary tools to work with you to find out what exactly may be causing this issue.

 

To reach them:

  1. In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop.
  3. Click an issue or topic.
  4. Select the Green Phone button to see the support number.

That should guide you on your way to correctly import your bank feeds in QuickBooks Desktop.

 

Please know that the Community has your back should you have any questions. Have a great day!

Highlighted
Level 2

Chase bankfeed imports TRANSFERS as DEP or CC CRED. How do I fix this?

QB requires that you have already set up the transfer manually in QB. Otherwise it imports them as CHK and DEP. This is working as intended. Very frustrating, as this seems like something that would be very easy to either implement, or that I be allowed to convert it to a transfer during the import process.

 

 

 

View solution in original post

Highlighted
Level 2

Chase bankfeed imports TRANSFERS as DEP or CC CRED. How do I fix this?

 

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