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lc2
Level 1

How can I get QB to sync with my Chase bank account?

I can log in on the bank's site (Case.com), but using the same credentials, QB cannot sync my bank accounts giving the error message: "Try entering your sign-in info again. If that doesn’t work, try them on the Chase Bank website to double check. (103)".  I have tried reentering the credentials numerous times now.

Solved
Best answer 10-15-2018

Accepted Solutions
Level 6

Sometimes you just have to let it rest and it reconnects....

Sometimes you just have to let it rest and it reconnects.  Had that happen with Capital one and suddenly it started working again.  You can manually upload the file after downloading from the bank’s site.

View solution in original post

26 Comments
Level 6

Sometimes you just have to let it rest and it reconnects....

Sometimes you just have to let it rest and it reconnects.  Had that happen with Capital one and suddenly it started working again.  You can manually upload the file after downloading from the bank’s site.

View solution in original post

Alo
Level 1

Having the same problem however its been days.

Having the same problem however its been days.
Anonymous
Not applicable

I don't believe JPMC is compatible, I have been having is...

I don't believe JPMC is compatible, I have been having issues for months.
lc2
Level 1

This was a very old post of mine.  Since then, I have lin...

This was a very old post of mine.  Since then, I have linked all my Chase accounts with no issue.
Alo
Level 1

Based on my experience chase icon(non token)/ jpmc icon (...

Based on my experience chase icon(non token)/ jpmc icon (token) both didn't work at first then I turned on the chase QB service then called to turn it off and its been working ever since.  However as to why this happens is still a mystery since I was told the QB service is for desktop version only and the QB online is unsupported.
Level 1

Re: How can I get QB to sync with my Chase bank account?

Chase has discontinued support for Quickbooks unless you have a checking account with them. You can stop trying, it's not going to work.

Level 1

Re: How can I get QB to sync with my Chase bank account?

 Shcoeps-do you have more information?  My organization has a checking account and several other accounts that are not properly syncing as of Friday, October 26.  I cannot find documentation stating that chase is no longer supporting Quickbooks.  Do you have any specific articles?  Do you have any suggested alternatives?

 

 

QuickBooks Team

Re: How can I get QB to sync with my Chase bank account?

Hello everyone,

 

I’m here to help you properly sync your Chase Bank account with QuickBooks Online (QBO).

 

Did you encounter specific bank errors while trying to sync your bank? If so, I’ve got this article handy for you to know more about fixing banking errors in QBO: Manually update account to fix banking errors in QuickBooks Online.


Alternatively, you can use the WebConnect feature to import your bank transactions. You can check out this article to learn more: Can I upload bank transactions? Can I import more than 90 days of bank transactions?

 

If you're still unable to sync your Chase Bank with QBO, I recommend you get in touch with our QuickBooks Customer Care team. They have the appropriate tools to investigate banking connection issues.

 

I'll be around here in the Community, so please don't hesitate to reach out to me if you have any other concerns about connecting banks.

Level 3

Re: How can I get QB to sync with my Chase bank account?

I have to say I am disappointed with QBO. I have one client I am having to manually download 3 different  accounts.  This is not what I expect from Quickbooks. It is just ridiculous. Chase, Menards, Fifth Third and now American Express. I have been in touch with support but nothing changes.  Feeling very frustrated, but must keep moving as I have a lot to download.

QuickBooks Team

Re: How can I get QB to sync with my Chase bank account?

Hi there, @Kimpelb.

 

I've checked my tools, and I was able to confirm that there are open investigations about Chase, Fifth Third and American Express unable to sync with QuickBooks. Banking errors indicates that QuickBooks is unable to connect to your bank's website due to maintenance or security update.

 

There isn't a current time frame for when the investigation will be closed, but being added on our notification list will automatically update you about this. Since you've already called, surely you are already added.

 

We'll be working hard to make sure you're able to connect to your banks with ease. Thank you for your patience.

Level 1

Re: How can I get QB to sync with my Chase bank account?

I talked to them on the phone and they confirmed this. I am in the process of closing my credit card account with them now. When you look in the back-end of your online account, you will see a section called "Linked Apps and Websites" where you should be able to add Quick books, but to do so, you need a checking account. Bank of America has a better business card right now and you get $200 for signing up.

Level 1

Re: How can I get QB to sync with my Chase bank account?

Chase needs to provide a Pin via their secure message center.  There's a link associated with the Pin.  Supposedly once you click the link and provide the Pin, your direct Connect should continue to function properly.  Fingers Crossed!

Level 1

Re: How can I get QB to sync with my Chase bank account?

this has driven me nuts for two weeks.  But, I solved it!  

 

Disconnect (do not delete) the Chase account.  Then Add Account, use your Chase credentials, and make sure to link it back to your "Disconnected" account in QBO.  Voila!  Solved.  The new sync cannot apparently sit on top of the old one...so you have to go through the step of disconnecting.  Let me know if it works!

Level 1

Re: How can I get QB to sync with my Chase bank account?

I called quickbooks support and they had me do that. So I  did that then tried to log in to Chase to add my account back and it won’t let me log in to chase at all through quickbooks to re-link the accounts. So now I can’t even manually update my chase banking with quickbooks by downloading the QBO files. 

This is very frustrating. 

Moderator

Re: How can I get QB to sync with my Chase bank account?

Good day everyone.

We appreciate all of the details that you guys provided to resolve the issue.

 

The information you posted will definitely help others that may have the same concern. However, allow me to provide a workaround process in order to sync your bank account with QuickBooks.

 

You can try to create another bank account to connect with your QuickBooks Online and merge it with your old bank account credentials. Once you're done creating and merging the bank accounts and still unable to connect it with QuickBooks, it would be best to reach out again our Customer Care Team.

 

"All bank accounts related concern needs to be directed to our phone support for security purposes". Agents have the necessary tools to look into your account to locate where the problem is stemming from.

 

You can get our most updated number on this article: 

https://quickbooks.intuit.com/community/Getting-Started/Get-help-with-QuickBooks-Online/m-p/185932.

 

 I'm only a post away if I can be of additional assistance. Wishing you a wonderful rest of the week.

Level 1

Re: How can I get QB to sync with my Chase bank account?

I was able to fix my issue by reading a different  forum.  What I gathered is due to an update in October 2018, chase bank and quickbooks could no longer sync.  If you disconnect Chase from QuickBooks and try to reconnect the two accounts, you must be the primary account user on Chase to get the accounts to connect again.  Even if you are a secondary account user on Chase with administrator access, you cannot do it.  It must be the primary account holder.  This is why it doesn't affect everyone. 

 

I had our primary account holder in Chase log in a we were able to reconnect to quickbooks. 

 

Anonymous
Not applicable

Re: How can I get QB to sync with my Chase bank account?

I am setting up QBO for the first time and I am unable to connect my chase account.  I read several threads with frustrations about connecting.  I’ve contacted chase and need more help from Quickbooks now. 

Anonymous
Not applicable

Re: How can I get QB to sync with my Chase bank account?

Good day, Ann Gunter Hairstylist,

 

It's nice to see you here in the Community. I can help you connect your Chase account in QuickBooks Online, I only have a few questions about this banking issue.

 

May I know what error code or message are you getting when connecting your Chase account into QuickBooks? Any details or screenshots you can provide is extremely helpful for us to narrow things down.

 

In the meantime, have you tried connecting your bank using a private window or a different browser? If not, I'd suggest doing that first for us to isolate the issue. You can use these keyboard shortcuts to get a private window:

  • Internet Explorer: Ctrl + Shift + P
  • Safari: Command + Shift + N
  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P

Once you're on the incognito browser, follow these steps to connect your bank:

  1. Click the Gear icon.

  2. Select Chart of Accounts.

  3. Locate the account to connect.
  4. From the Action column, select View Register.

  5. Select Connect bank.
  6. Follow the prompts to connect your bank account.

That should do it, Ann Gunter Hairstylist. You can check out this article I've added for your reference: How to Add and Connect Bank and Credit Card Accounts

 

Please let me know how this goes by mentioning me in this thread. Please know that I am always around to help you get past your QuickBooks concerns. Have a good day!

 

Level 2

Re: How can I get QB to sync with my Chase bank account?

Hello -

 

I've long had a similar issue.  My problem is QBO connects me to my 2 chase business cards, but when I go to assign the accounts it says "already connected to online feed, please select an account that is not".  Problem is they aren't in the navigation as connected...

 

Thanks
Matt

QuickBooks Team

Re: How can I get QB to sync with my Chase bank account?

Hi, tayd.

 

I'm glad you've reached out to us. Allow me to help and provide some information about the error you're getting when connecting bank account to QuickBooks Online (QBO). 

 

Before connecting to online banking, you need to know how your bank sends the downloaded transactions. If the transactions downloaded to one account, connect the parent account. However, if it's an individual account, you can connect it to the sub-accounts. You'll a message that the account is already connected once you connect both parent and sub-accounts. 

 

If you're unable to reconnect an existing account in QuickBooks Online, here's what you need to do:

  1. Go to Banking at the left pane of the screen.
  2. Select Add Account and then search.
  3. Enter your financial institution's login information on the website and select Continue.
  4. Complete the extra security verification steps.
  5. Select Securely connect.
  6. Choose the bank emblem to the left of the account that you want to connect.
  7. Select the account type drop-down menu to choose the bank or account.
  8. You must choose either a Bank or Credit Card account.
  9. Select +Add new if you don't have an account created yet.
  10. Click Connect.

For additional reference, you can check this article: How to add and connect bank and credit card accounts.

 

If you need further assistance with the steps, I recommend calling our QuickBooks Online Support Team. They have the tools to do a screen share and walk you through the process. 

 

Here's how you can contact our phone support:

  1. Click this link: https://community.intuit.com/articles/1501563-contact-quickbooks-desktop-support.
  2. Select the version of your QuickBooks, and click Contact Us.
  3. Type-in Technical Support on the search bar.
  4. Click the Get the phone number below. 

That should do it! Don't hesitate to leave a comment below if you have any other questions about connecting bank in QBO. Wishing you and your business continued success. 

Level 2

Re: How can I get QB to sync with my Chase bank account?

Jany -

 

Thanks for response. 

 

I don't have any issues adding accounts, most other credit cards/checking accounts are loaded.  Also; chase connects initially OK.  It's when I go to assign it to the chart of accounts; the system says this account is already linked to a feed (but it's not...)

QuickBooks Team

Re: How can I get QB to sync with my Chase bank account?

Hi tayd,

 

We can do some troubleshooting steps to rule out any banking issues. Let's start by using the incognito mode or private browser.

 

Here are the keyboard shortcuts:

  • Chrome: Press Ctrl Shift N
  • Mozilla Firefox: Press Ctrl Shift P
  • Internet Explorer: Press Ctrl Shift P
  • Safari: Press Command Shift 

Then, log in to your QuickBooks account and try to assign it again. If it works, you can clear your regular browser's cache.

 

If not, please contact one of our Phone Support Specialists by following the steps provided by JanyRoseB. We'll need to investigate why you get this error.

 

Feel free to reach out to us if there's anything else you need help with QuickBooks. Thanks.

 

Level 2

Re: How can I get QB to sync with my Chase bank account?

Hi Ren -

 

Actually this is what I most recently did (after reading some posts).  Same difference (still thinks the accounts are already linked).

QuickBooks Team

Re: How can I get QB to sync with my Chase bank account?

Hi Matt,

 

The scenario that will trigger the error you got is when you connect a parent credit card account and its sub-account/s. I'm just curious, what is the setup of the business cards you have? Is one a parent account and is the other a sub-account? Thanks.

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