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Join nowI 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
Here a credit card payment is marked as a "CC CRED" ( which I think is like a return or chargeback? )
Any help appreciated.
Solved! Go to Solution.
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.
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:
Once done, you can proceed with verifying the data:
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:
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!
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.
This has been a very frustrating issue for me also! Is there a way to create a rule that would make the funds transfers transactions between my savings and checking accounts to be labeled as TRANSFERS rather than CHK or DEP?
We don't want you to feel this inconvenience, @1JKadmin.
Let me provide additional information about bank feed data in QuickBooks Desktop (QBDT).
The information we show on your account depends on what your bank shares with us. The feature to create a rule or edit the description/type from CHK or DEP to TRANSFER is currently available in QBDT.
I suggest reaching out to your bank's customer support to help you correct or update it.
Here's more information about downloading bank feed transactions in QuickBooks Desktop.
I also invite you to visit the Firm of the Future site. It contains resources and tips to help easily use QuickBooks.
I'm always here if you have any other concerns. Take care and have a wonderful day!
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