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maxwinter2-gmail
Level 1

I'm trying to reconnect Chase bank accounts; two of the three are not showing in the Transactions tab. What can I do to get them back?

I've already connected to Chase bank multiple times and disconnected the two missing accounts in the Chart of Accounts. When reconnecting the bank and ensuring the accounts are active in the Chart of Accounts, the 2/3 accounts are still not showing (only the checking account shows, not the two credit card accounts).
8 Comments 8
Rea_M
Moderator

I'm trying to reconnect Chase bank accounts; two of the three are not showing in the Transactions tab. What can I do to get them back?

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:

 

  1. Sign in to your QBO company.
  2. Go to the Help (?) menu.
  3. Select the Search tab.
  4. Click the Contact Us button.
  5. Select the Using QuickBooks topic in the What can we help you with? page.
  6. Choose a way to connect (Callback or Chat).

 

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. 

maxwinter2-gmail
Level 1

I'm trying to reconnect Chase bank accounts; two of the three are not showing in the Transactions tab. What can I do to get them back?

Thank you, Rea. Below is a detailed summary of everything I've tried, and I will contact customer support when they are available.

 

 

Error Message:

  • "Sorry, an unexpected error has occurred. We could not fetch your account from your bank."

Steps I've Taken So Far:

  1. Attempted to Reconnect Bank Accounts:

    • I successfully reconnected my Chase bank account but encountered issues with two Chase credit card accounts that were not recognized in the Transactions tab.
  2. Checked the Chart of Accounts:

    • I verified that there were no duplicate accounts and that the accounts were not marked as inactive.
    • I tried to disconnect the problematic credit card accounts, but there was no option to do so directly.
  3. Made Accounts Inactive:

    • To prevent confusion, I made the problematic credit card accounts inactive in the Chart of Accounts.
  4. Created New Accounts in Chart of Accounts:

    • I created new accounts in the Chart of Accounts to replace the inactive ones.
  5. Reconnected Accounts After Making Changes:

    • I disconnected all bank accounts from QuickBooks and attempted to reconnect them.
    • I successfully reconnected the Chase bank account, but the two Chase credit card accounts were still unrecognized.
  6. Received Error Message:

    • While connecting the credit card accounts, I received the error message: "Sorry, an unexpected error has occurred. We could not fetch your account from your bank."
  7. Cleared Cache and Cookies in Chrome:

    • I cleared the cache and cookies in Chrome and attempted to reconnect, but the issue persisted.
  8. Tried on Safari:

    • I also tried reconnecting the accounts using Safari but encountered the same error message.
  9. Contacted Chase:

    • I logged into Chase's online banking platform, reviewed connected apps, and ensured that QuickBooks was connected correctly.
    • Chase Bank shows the message "You're already sharing data from these accounts" for the two credit card accounts, but they are not showing up in QuickBooks.
    • I tried disconnecting and reconnecting the accounts via Chase, but this did not resolve the issue.
  10. Tried Different Connection Methods:

    • I attempted to manually connect each credit card account individually, but both attempts resulted in the same error message.
  11. Explored Temporary Workarounds:

    • I considered manually importing transactions from Chase to QuickBooks as a temporary solution until the connection issue can be resolved.

Next Steps:

  • Contact QuickBooks Support: I'm sending you this summary to help you quickly understand the situation and provide targeted support.
PNW-CPA
Level 1

I'm trying to reconnect Chase bank accounts; two of the three are not showing in the Transactions tab. What can I do to get them back?

running into a similar issue, so following in the event you had a resolution.

inquiry2024
Level 1

I'm trying to reconnect Chase bank accounts; two of the three are not showing in the Transactions tab. What can I do to get them back?

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

inquiry2024
Level 1

I'm trying to reconnect Chase bank accounts; two of the three are not showing in the Transactions tab. What can I do to get them back?

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.

Ethel_A
QuickBooks Team

I'm trying to reconnect Chase bank accounts; two of the three are not showing in the Transactions tab. What can I do to get them back?

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 financial institution appears under several names on our list. Please verify that you have chosen the appropriate entry or have explored all available links. It is advisable to search using the bank's sign-in URL to confirm that you are utilizing the correct listing.
  • Your bank does not establish connections with all account types, such as personal accounts in contrast to business accounts.

 

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:

 

  1. From the left menu, click Transactions and choose Banking.
  2. On the Banking page, select the Link account.
  3. In the Search field, enter the bank's URL.
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Enter your bank login on your bank's website, then select Continue.

 

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.

 

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

 

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.

AccGuild
Level 1

I'm trying to reconnect Chase bank accounts; two of the three are not showing in the Transactions tab. What can I do to get them back?

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?

Carneil_C
QuickBooks Team

I'm trying to reconnect Chase bank accounts; two of the three are not showing in the Transactions tab. What can I do to get them back?

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:

 

  1. Go to the Bookkeeping menu, then Transactions, and select Bank Transactions.
  2. Select Update.
  3. If you still see the error, look for a banner on the Banking page. Select the Check Connections link and follow the steps to fix the issue.

 

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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