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kairoscoffeewilm
Level 1

How can I fix? My Chase Credit acct will not update correctly. Also, QB will not let me edit the account.

My chase acct downloaded successfully until about a month ago, then I noticed missing transactions.  QB will not let me edit this acct but If I update the connection, an updated browser is requested.  Changing my default browser did not work either.
1 Comment 1
Maybelle_S
QuickBooks Team

How can I fix? My Chase Credit acct will not update correctly. Also, QB will not let me edit the account.

I can assist with your concern about bank transactions, Kairos.

 

Currently, we're investigating Chase Bank's transaction upload issue in QuickBooks Online (QBO). Please be assured that our engineers are working diligently to resolve this problem.

 

I recommend contacting our QuickBooks Support Team to be added to the affected users list for email updates on the investigation's status and resolution notification. To expedite the transaction, provide this investigation number INV-107868.

 

Here's how. 

 

  1. Go to the (?) Help icon.
  2. Select Talk to a Human.
  3. Enter a short description of your concern.
  4. Click on I still need a human.
  5. Tap Contact Us to connect with our live support.
  6. Choose to Get a callback.

 

In the meantime, you may consider uploading your transaction manually in QuickBooks. I'll guide you on how to do it:

 

  1. Sign in to your bank's website and export your bank transactions.
  2. In your QBO account, go to the Banking menu.
  3. From the Update drop-down, select File Upload.
  4. Click Browse and select the web-connect file from your bank.
  5. Follow the on-screen steps to map the data.

 

Check this guide for more details: Manually upload transactions.

 

You might find the following articles helpful about adding and matching transactions in QBO: 

 

 

Keep me posted if you have any other questions about missing bank transactions. I'll get back to you as soon as I can.

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