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redbrad0
Level 2
posted
‎December 29, 2019 11:14 AM
last updated ‎December 29, 2019 11:14 AM

How to refresh QuickBooks Desktop Web Connect file from Chase?

I setup Web Connect with chase by downloading the Web Connect file from Chase of all the transactions and it imported all of them just fine and shows it in my Bank Feed. I went in and told QuickBooks to refresh the bank account and it just opens the browser inside QuickBooks to Chase. I logged in but it just shows my list of accounts. Do I need to just download a new Web Connect ( QBO ) file each time I want to update all of the transactions or am I doing something incorrectly?
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Best answer December 29, 2019
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Anonymous
Not applicable
‎December 29, 2019 02:08 PM

How to refresh QuickBooks Desktop Web Connect file from Chase?

Hi there, Redbrad0.

 

You use Web Connect when downloading bank transactions manually. You're following the correct steps. You'll have to log in to your bank website to download a copy of the .QBO file. 

  1. Go to the Banking menu.
  2. Hover over Bank Feeds and select Banking Center.
  3. Find your bank and select Download Transactions. This opens a browser window to your bank's website.
  4. Sign in to your bank's website to download the Web Connect file.

You can find more topics about managing your bank transactions in QuickBooks Desktop in this link.

 

Let us know if you have any questions. We are here to help. 

 

 

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1 Comment 1
Anonymous
Not applicable
‎December 29, 2019 02:08 PM

How to refresh QuickBooks Desktop Web Connect file from Chase?

Hi there, Redbrad0.

 

You use Web Connect when downloading bank transactions manually. You're following the correct steps. You'll have to log in to your bank website to download a copy of the .QBO file. 

  1. Go to the Banking menu.
  2. Hover over Bank Feeds and select Banking Center.
  3. Find your bank and select Download Transactions. This opens a browser window to your bank's website.
  4. Sign in to your bank's website to download the Web Connect file.

You can find more topics about managing your bank transactions in QuickBooks Desktop in this link.

 

Let us know if you have any questions. We are here to help. 

 

 

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