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We appreciate you bringing this matter to our attention, Max. We want to ensure this matter is addressed promptly so you can reconnect your Chase credit card accounts in QuickBooks Online (QBO).
Recently, we've been receiving similar cases where users like you are unable to connect their Chase accounts because they're missing from the available list. Rest assured that this case is currently being worked on with utmost urgency.
In keeping with this, I'd recommend contacting our Customer Care team so they can gather more details and come up with a fix. Additionally, you will be included in the list of affected users and receive regular updates on the progress. To do this, here's how:
Once you've reconnected your accounts, your most recent transactions will download. Ensure to categorize and match them to maintain the accuracy of your financial data.
I'll be here in the Community to provide a prompt response in case you have other bank connection concerns or issues about managing transactions in QBO. Please don't hesitate to leave a reply below. Have a good one.
Thank you, Rea. Below is a detailed summary of everything I've tried, and I will contact customer support when they are available.
Attempted to Reconnect Bank Accounts:
Checked the Chart of Accounts:
Made Accounts Inactive:
Created New Accounts in Chart of Accounts:
Reconnected Accounts After Making Changes:
Received Error Message:
Cleared Cache and Cookies in Chrome:
Tried on Safari:
Contacted Chase:
Tried Different Connection Methods:
Explored Temporary Workarounds:
running into a similar issue, so following in the event you had a resolution.
Trying to add a new credit card account through my bank feeds but the credit card that i would like to add isnt coming up in the list of options to connect.
Please let me know if there is an update on this
I'm running into a similar issue here, I'm trying to connect a new credit card via the Bank Feeds section and for some reason that card isn't coming up in the list of options, even though I authorized the connects through my bank.
I know how convenient it is for your business to connect your bank account with QuickBooks Online, @inquiry2024. I'll help you resolve the issue you're getting at the moment.
Before we proceed, can you tell us the name of your financial institution? This will enable me to verify our records for specific bank connection issues. It appears that you may be experiencing difficulties linking or connecting to your bank in QuickBooks Online (QBO) based on the criteria outlined below:
Your bank's URL will be automatically updated in QuickBooks, provided that it is compatible with the Online banking connection. To verify that we are connecting to the appropriate account, the first step is to access the bank's website. After logging in, please copy the bank's URL and utilize it to search for and link the correct account in QuickBooks.
Here's how:
If you still have the same issue, I recommend logging in to your QuickBooks Online account and connecting your bank accounts using a private browser. It's a good idea to check for issues brought on by a full cache when browsing anonymously because doing so prevents the cache from recording your browsing data. You may also try to use other browsers.
If the steps don't work, you can use supported browsers as an alternative.
Additionally, once you have successfully linked your bank account to QuickBooks Online, it is essential to examine the transactions that have been downloaded. For further assistance, here is an article you can read: Categorize online bank transactions in QuickBooks Online.
Don't hesitate to comment below if you have questions connecting your bank account to QuickBooks Online. I'm always here to help. Have a great day.
Everyone knows the basic steps on how to link an account. Can you refrain from copy and pasting generic responses like every single response in these forums and actually try to provide useful information on why users are getting: "Sorry, an unexpected error has occurred. We could not fetch your accounts from your bank" error when their bank (Chase) is clearly connected on the bank end to Intuit?
Thanks for chiming in on this thread and specifying the error encountered with Chase bank, @AccGuild. I've got some additional information about this issue.
I've verified that the investigation into the previously experienced issue by the users has been resolved.
If you continue to encounter the message "Sorry, an unexpected error has occurred. We could not fetch your account from your bank," we recommend that you re-authenticate your bank connection. To refresh your connection and ensure the affected account starts downloading transactions into QuickBooks again, please follow the provided steps below:
If the issue persists, please check on Chase's website to verify if everything is working properly on their end. Otherwise, I recommend contacting our Customer Support Team to check this issue further and create an open ticket for investigation if necessary.
Moreover, feel free to read through this reference about matching transactions and putting them in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.
Once done, review your accounts in QuickBooks to ensure they match your bank and credit card statements. For complete instructions, check out this guide: Reconcile an account in QuickBooks Online.
The Community space is still open to other concerns about managing your accounts in QBO. If you have questions about handling them, please let me know. We're here to help.
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