QBO is linked to the Chase CC, and is properly updating. It is currently showing a balance, but NO posted transactions are present to categorize. How do I retrieve the posted transactions on QBO
I want to make sure you're taken care of, @Thisisdavid.
We currently have an on-going issue where Chase credit card transactions aren't showing or missing when importing to QuickBooks Online (QBO). Rest assured that our product engineers are diligently working for a fix.
As a workaround, you have two options to consider. It's either adding each bank transaction manually or uploading them into your QBO account. Please know that uploading your bank transactions may cause duplicates once the issue gets resolved.
Also, to ensure you'll get an update about the resolution status, I recommend contacting our Phone Support Team. This way, they can add your company to the list of affected users and provide this investigation number for easy tracking: INV-50046.
To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent.
For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.
Thank you for your patience while we work for a fix. Please know that you can always get back to this post if you have any other questions with QuickBooks Online. I'll be more than happy to assist you again.
I'm back to make an update on the ongoing issue with Chase credit card connection, @Thisisdavid.
As of now, our product engineers are still coordinating with Chase bank and looking for a permanent fix to this issue. If you haven't yet, I highly suggest reaching out to our support team. This way, you'll get an update about the resolution status once your company is added to the list of affected users.
I appreciate your patience while we are working on a permanent fix. Wishing you all the best.
I'm here to help you rectify this connection issue, @theoaronson.
The investigation mentioned above was already resolved. I can see the impact of this Chase connection issue on your productivity. Did you encounter a specific error message or code while you're on the Banking page?
There are a few things we need to do to make the Banking page works again. Before that, I'd recommend visiting the Chase website to see if they have ongoing website maintenance. This might be the reason why we cannot download the transactions.
After, we can go back to your QuickBooks Online account, and let’s perform a manual update to download entries from your bank. Here’s how:
You may also perform some basic troubleshooting steps to isolate the issue. At times, the accumulated cache in your browser causes sync and connection issues between your bank's website and QuickBooks. Start by accessing your QBO account in a private or incognito window. Please refer to the shortcut keys I've listed below:
Once you're in, head to the Banking or Transactions menu again. Check if you can connect without any issues. Then go back to your regular browser, and then clear its cache to start fresh. Alternatively, you can switch to other supported browsers.
I’ve attached a reference to edit your sign-in information for your bank feeds if the issue persists. In the meantime, you may consider adding your bank transactions manually to QuickBooks. Here are some references that you can use:
I'm always here if you need further assistance with your banking situation. Just leave a message below, and I'll get back to you as soon as I can. Take care!