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.