Chase - downloading transactions

Hello there, @Chrissybrit77.

Let's get your Chase bank transactions imported into your QuickBooks Desktop company file so you can get back to business.

Since your Chase bank account isn't listed from the drop-down when importing your bank transactions, you'll need to create an account. To do so, you can simply click the Create New Account from the drop-down.

Once done, you can continue importing your bank transactions into your QuickBooks Desktop company file. Feel free to check out this article for more guidance: Connect with Web Connect (.QBO) files.

After you've successfully imported the transactions, you can now add and match them. Then, reconcile your bank account when you're ready. This will help make sure your QuickBooks transactions match your real-life bank statement.

Our Community forum is always open to help you again if you need more assistance managing your bank transactions. Have a good one!

Thank you!!!

Thank you!!

Good afternoon, @Chrissybrit77. 

I appreciate you joining back in. 

I'm so glad my colleague was able to provide you with the right steps to get this resolved. 

Feel free to come back if you have any other questions or concerns. We're always here to have your back. Have a splendid day! 

I'm having the same problem where the .QBO file opens in Quickbooks, but the software won't link it with my existing account.  You told the original poster to open a new account....but doesn't then we will have two accounts in QB that are actually the same account.  And what about next time - will we create a new account each time we download transactions?

Can you clarify how to get these downloaded .QBO transactions into the existing account in Quickbooks? 

Thank you.

Thanks for joining in on this discussion, dpisacano.

Let me clarify things and share the steps to import bank transactions in QuickBooks Desktop (QBDT) so you can return to working order.

When importing .QBO files, you don't need to create a new Chase account since it's readily available in your Chart of Accounts. If it's unavailable, that's when you'll make one.

To import transactions into QBDT, please refer to the steps below.

1. Go to the Banking menu, select Bank Feeds, and click Import Web Connect Files.
2. Select the .QBO file you saved and click Open.
3. When asked to choose your bank account, click Use a QuickBooks account that exists.
4. Select Continue and click OK.
5. Once done, go to the Bank Feeds Center to review your transactions.

If you confirmed that the account exists in your Chart of Accounts but was unavailable when you imported the file, import transactions in a sample company file. If it functions normally, return to your original company file and use the verify and rebuild data tool to resolve common bugs and issues.

Moreover, you can set rules in QBDT to categorize transactions for items you frequently spend on. There are three Bank Feed modes available, and each handles transactions differently. 

Please don't hesitate to get back to us with further questions about importing bank transactions. I'm always around to assist you anytime. Have a nice day ahead!

I have several 3 credit cards with Chase that I was able to download into Quickbooks. Unfortunately, a new card I received is not listed when I go into Chase account. Any suggestions?

Hello there, bdybnis. Let's resolve this together so that your new card will appear. 

If your Chase bank account isn't listed from the drop-down when importing your bank transactions, we'll need to create an account. 

See the attached screenshot for reference:

On the other hand, if the new card did not appear under the Your Bank/Credit Card Accounts section, let's ensure that the banking credentials used when logging in are correct. Meanwhile, we can check it using a test/new company file to see if there's a problem with your bank's servers.

1. Open your QuickBooks.
2. Hover to the File menu, then select New Company.
3. Select Express Start or Start Setup.
4. Set up Bank Feeds for the affected account.
5. Try to download your transactions.

Check out this article for the step by step guide and information: Download bank feed transactions in a test company file. 

Once you've imported your transactions successfully, you can match and add them before reconciling your bank account. This process helps ensure that the transactions in QuickBooks match the ones on your real-life bank statement. 

Should you need further clarification about accessing your bank accounts and downloading transactions, I'm here to back you up. Just tap the reply button below to enter your queries, bdybnis. 

I am having the same problem - I have downloaded many times before but not for about a year.  In the meantime, we upgraded to Quickbooks Enterprise retail.  Is that part of my problem with downloading?  Do I need to set something up because when we migrated this didn't come over somehow?

I appreciate you for joining the thread, @SCh82. 

Let me provide some troubleshooting steps to help you download your online transactions in QuickBooks Desktop (QBDT) banking feeds.

If you recently upgraded your QuickBooks, it shouldn't be the cause of the problem. To address this, you can run the Verify Data and Verify Rebuild tools which can identify any data issues within a company file and resolve them using Rebuild Data.

To run Verify Data:

1. Go to Window, then select Close All.
2. Click the File tab at the top menu bar.
3. Hover your cursor over Utilities and select Verify Data.

Next, please run the Rebuild Data option through these steps:

1. Go to the File menu.
2. Choose Utilities, then select Rebuild Data.
3. The Rebuild Data utility starts as soon as the backup is finished.
4. Click OK when you get the message Rebuild has completed.
5. To ensure no errors, perform the Rebuild Data process once more.

Check out this article for more troubleshooting steps: How to Fix Possible Data Damage on your Company File in QuickBooks Desktop.

After following the solutions above, please restart your computer and open your QBDT account. Then attempt to import your QBO file. You can also upload the file in chunks. Check out this article for the steps on how to import .QBO files: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

On the other hand, if you've connected using this service, you'll need to disable and reconnect it to set up new connections.

Here's how:

1. From the Banking menu, select Bank Feeds, then Set Up Bank Feed for an Account.
2. In the Enter your bank’s name field, type in the name of your bank or financial institution.
3. From the My Company sign-in page, log in using your Intuit account credentials.
4. Enter your online banking account credentials, then click Connect. QuickBooks will connect to the bank’s server.
5. Choose the account(s) you want to connect to QuickBooks, then select Connect.
6. Once done, hit Close.

For further guidelines and specific error troubleshooting steps, please see this article: Refresh your connection for Express Web Connect online banking.

If you need help matching your transactions, consider checking this resource for a guide: Add and match Bank Feed transactions in QuickBooks Desktop.

For additional reference, here's a link that you may find helpful for your future task: Reconcile an account in QuickBooks Desktop.

Please let me know if you need further assistance or concerns by leaving a comment in this thread about downloading transactions to QBDT. I want to make sure everything is taken care of for you. Have a great rest of the day!