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Level 1

Download Bank Feed transactions

Bank feed from Chase is not working.  I used it 3 times - December 2018, Jan and Feb 2019, now it won't work.  I have enrolled and verified and signed up and blah blah blah blah....  Now I cannot get the statements downloaded in qbo format.  when I open chase while in QuickBooks Desktop Pro 2018, I can download the statements, but they show up as PDFs and I cannot convert them or get them into QuickBooks.  Deposits are coming in from Square into QB via my connector app/widget - big commerce, but statements won't load or show up.  

anyone have any ideas?  NONE of the directions I have seen on the posts work at all - most are about credit card feeds, and the ones that are "bank statement" direcitons are wrong right out of the gates, i.e., select Banking from the left menu.....there is no Banking on my left menu.  Click the Update drop-down.....well, wrong again.....ugh

3 Comments
QuickBooks Team

Download Bank Feed transactions

Hello there, @QuiBoonightmare.

 

I'd be glad to help check this for you so your bank feed transactions will be downloaded successfully.

 

I've checked and verified that we have several ongoing issues with Chase bank reported by other users affected. To verify and investigate this further, it would best if you can get in touch with our Support Team to check this further for you. Our support has the chance to pull up your account securely and once verified, you'll be added to the list of affected users and receive an email notification with the latest updates.

 

To get in touch with our Support Team, you may check it here: Contact the QuickBooks Desktop Customer Support Team.

 

On the other hand, to learn more about downloading bank feed transactions, you may check this article: Download Bank Feed transactions.

 

You're always welcome to add post/comment below if you have any other banking concerns, I'll be always here to help you. Have a great day ahead!

Level 1

Download Bank Feed transactions

While I appreciate that you took time to respond, I am 18 different kinds of OVER QuickBooks and anything associated with that brand.  What I do NOT have time to do is deal with "ongoing issues" every......single.....time I open my software.  It's a mess - built on an ANCIENT excel platform - it's a mess and they know it.  And rather than spend the time and money to correct/update it, they just keep holding on.  Invest in your brand and product - or give it up. People are leaving in droves - and as soon as there is a clear and viable option, even more will leave.  Charging people to update their version of QB because you are fixing internal errors is dishonest - QB's inability to come to a reasonable agreement with banks, etc. is primarily due to the extenuating circumstances these outside 3rd parties must go to in order to make QB's ancient platform work with modern programming.  

 

It's thievery and fraud - that's QuickBooks - sorry - that's it.  I'm better off doing my OWN books on an Excel spreadsheet - at least that, along with a pivot table skill set will produce useful info.  Unfortunately, I have paid for this mess of software, and have paid a few ransom payments lately to try to get it to work.  I'm done.  I will be sure to share my experience.

 

 

Moderator

Download Bank Feed transactions

I appreciate you for sharing your experience with QuickBooks Desktop, QuiBoonightmare.

 

We're always working to make QuickBooks exactly what you need for your business. You help us decide which features to build, and what developments should be made to our platform.

 

We acknowledged and we'll definitely take note of your observation. Our engineers make improvements in QuickBooks by listening to our customers' suggestions and comments.

 

As for your main concern, if you're trying to download prior bank statements, please note that this isn't a function of Direct Connect. However, if you're trying to download bank transaction via Web Connect, please try the steps below:

 

  1. Access your bank’s website through a web browser outside QuickBooks.
  2. Log in to your bank account using your customer ID and PIN or password.
  3. Download your online transaction activity via QuickBooks Web Connect (.QBO) file.
  4. Import web connect (.qbo) files.

I'm including an article for future reference: Get started with Bank Feeds for QuickBooks Desktop.

 

That information should get you back in order. I'd like to make sure that you're able to resolve this concern, so please let me know how that works for you. Best regards. 

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