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How can I download transactions from Chase Bank Jan - Apr 2019

 
1 Comment
QuickBooks Team

How can I download transactions from Chase Bank Jan - Apr 2019

Hi 12mmorris,

 

If you’re referring to the year 2019 first quarter transactions within your QuickBooks Self-employed account, you can select the download icon directly on your Transactions page.

 

Let me show you how:

 

  1. In your left pane, choose Transactions.
  2. Select the Type and choose Chase Bank from the Account button.
  3. Click Custom date and filter.
  4. Hit the download icon beside the search field.

 

Otherwise, you can go to your bank’s website to download the desired transactions or contact the bank to assist you further.

 

In case you need more information to manage your QuickBooks account, you can visit this link: Help articles.

 

You can count on me if you have any other concerns. Have a good one.

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