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tfraner1
Level 1

How to download bank statement from Chase into QBOnline. It wants to download to my desktop version not on-line version

Using a IMac System
1 Comment 1
MaryLurleenM
Moderator

How to download bank statement from Chase into QBOnline. It wants to download to my desktop version not on-line version

Hello there, tfraner1,

 

If you're trying to connect your bank account in QuickBooks Online, follow these steps:

  1. Click Banking on the left pane.
  2. Select Connect Account or select Add account if you've already created an account.
  3. Search for your bank using the bank's name or bank's URL.
  4. Select Continue.

If you're trying to import bank transactions, check this article: Import bank transactions using Excel CSV files.

 

Stay in touch with me if you need further assistance.

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