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Level 2

Re: I can't connect too

Amen... RWSJ

Moderator

Re: I can't connect too

Good day, RWSJ and frustrated user.

Thank you for taking the time to let us know about this and the conversation you had with our Customer Care Team.

 

I'd like to inform you that this has already been reported to our Online Banking Team. Although we don't have a specific time frame as to when and how this will be mediated upon, rest assured we are taking this seriously. Please know that our team has been working through the night to resolve these incidents.

 

As soon as an update is received, I, or another member of the Community Team, will be happy to update this thread and let everyone know so that you can get back to business.

 

We appreciate your patience while we're working for the permanent fix. Let me know if there's anything else you need. Have a good one.

Level 2

Re: I can't connect my credit card to my account, I called Chase, and they are saying I'm doing e...

Was this update completed on 12.1.18?  I'm on a notification list and have not yet received an email.  In fact, I have not received any communication from Intuit alerting me, the Intuit customer, about this major connectivity issue that now has me locked out for 34 days.  When will Intuit act?

Level 2

Re: I can't connect too

QB Reps:

What is the update status?

 

You’re company is killing everyone’s  business not having the sync working with the banks.

 

When will it start to sync again?

 

We are still paying for the subscription.

 

We users should get a refund on days months the QBO is not working.

 

Will we get refunds???

 

 

QuickBooks Team

Re: I can't connect too

Thanks for all the information you've shared on this thread, @RWSJ and @frustrated user.

 

I'm here to add information about the connection error you're encountering with Chase Bank.

 

This isn't the kind of service we want you to experience. We know how much time it can take when something isn’t working the way you need it to, which is why we make great efforts to deliver customer satisfaction at all time.

 

We value your patience while we're still working on in finding a complete fix. Aside from getting a notification via email, I'll make sure to get back to you or one of my colleague here in the Community space once this issue is resolved.

 

On the other hand, to have a more detailed information about Refunds in QuickBooks Online, I suggest contacting our QuickBooks Online Care Team. They'll be able to further clarify the rules and regulations in processing a refund.

 

That information should clarify your concern about Chase Bank connection issue. If you have other questions, don't hesitate to let me know by leaving a reply below. I'm always here to help. 

 

Level 2

Re: I can't connect too

It's obvious the Quickbooks Team has been instructed to stall and narrate a lie that they are working to fix.  This isn't an IT issue.  Intuit can't or won't act.  Called QBO off-shore call center and there was little clarified or helpful from that 2nd call experience.  This board is just lowly customers and not a wide enough audience to push Intuit into action.   I'll bring this issue up on broader social media platform and see if we get a sooner fix. 

 

 

QuickBooks Team

Re: I can't connect too

Hello, @RWSJ.

 

Allow me to step in for a moment and share some information on the issue of connecting your Chase Bank account with QuickBooks Online.

 

As you know, there is currently a connectivity issue that our Online Banking Team is working on. We’re doing all that we can to get this issue resolved in the most timely manner possible.

 

We may not be able to provide a specific time frame for when a permanent fix will be made available. Rest assured, we’ll keep you posted here in the Community for any updates once received.

 

Please know that we treat all interactions the same, whether it’s the Community or one of our social platforms. We do appreciate your patience and understanding while waiting for a fix on this issue. 

 

Should you need any assistance or if you have further questions, don't hesitate to leave a comment below. I'm always here to help. Take care and have a good one.

Level 2

Re: I can't connect too

Look KhimG, it's been 35 days and no connectivity.  You and Intuit are in a corner with nothing but empty words as a reply. 

 

Just look at this board and tell me again, "We’re doing all that we can to get this issue resolved in the most timely manner possible."

 

Fix it or be please be silent with shallow greeting card comments.

Level 1

Re: I can't connect too (fixed)

I was having the same problem and I spoke with a QBO rep and had them call chase with me on the phone. Turns out chase “has a partnership with quickbooks” and now if you want to automatically get your chase data into QBO you have to pay chase $9.95 a month. Once you pay the $9.95 the floodgates open and you can get your income and expenses again (at least I could). The other option is to manually download your data in QBO format from chase then log into QBO and import the data manually. Once that data is imported you then have to add each line into quickbooks as you normally did. Needless to say this enraged me to no end that they would pull something like this, so I dropped my QBO down from essential to basic and paid the $9.95 chase fee. Saved me $5/mo in the end but such a pain. Hope this helps you all

Level 1

Re: Hi philiptirone. I'm here to help you connect your credi...

29 Days for me with no data. I've already spoken with QB Customer care, and they gave me a reference number and an assurance I'm on the "priority list", but it's been almost 3 weeks since that call and I've heard nothing. From what it sounds like, this has been going on for quite a while, and since there's still no solution, I'm under the strong impression that Intuit/Quickbooks refuses to make this a priority.

 

We've used QuickBooks for many years, but losing this functionality without hearing any updates nor getting any solutions is very worrying. Unless there's a solution soon, my company will have no choice but to explore competing accounting software. Please, Intuit, make this a priority.

Level 1

Re: I can't connect too (fixed)

I just called Chase Bank and was informed that the partnership option was only available for Quickbooks Desktop, not online, and that Online no longer had support from Chase Bank. I was informed this was a permanent change, and there are no future plans to automatically connect Chase Bank with QBO banking.

 

Anyone else having success with this method? I don't have a lot of faith in either QB or Chase representatives right now.

QuickBooks Team

Re: I can't connect too (fixed)

Hello jdavies04, 

 

Thanks for bringing this matter to my attention! I also appreciate the details you've provided about the information shared by the Chase Bank. I'm here to impart my insights about this.

 

Chase Bank is a multinational company with different subsidiaries (in both consumer and commercial banking). Aside from this, they also have other financial services type of businesses around the country. 

 

Any of these affiliated Chase banks are part of the financial institutions list we can connect to QuickBooks Online. In order to know which specific Chase subsidiary bank no longer supports QBO, please contact us. 

 

One of our phone specialists can securely access your account and verify the details. They can also provide other options on how you can continuously download your transactions into the program. 

 

Our most-up-to-date contact details can be found here:

 

Get help with QuickBooks Online 

 

In the meantime, you'll want to bring in your data via a webconnect file. Just first download them from your bank's website prior to uploading it to your QBO company. Here's how:

  1. Go to Banking, then select Banking.
  2. Choose File upload from the drop-down menu on the upper right. 
  3. Select Browse and choose the file you saved in Step 1, then click Next.
  4. From the QuickBooks account drop-down, pick the account you want to upload the bank data to, and Next.
  5. Click Let's go! 

For more details, refer to this article:

 

How to upload more than 90 days of bank transactions 

 

This workaround can help you import your transactions and get back to business. 

 

Please keep me posted on how things go. I'm always here to help, anytime!

Level 1

Re: MY BOA Credit Card transactions are not syncing to QB (since Sept 2018). I've talk to multiple QB reps (at least 4) and my recent incident ticket closed without resolving the issue.

Seriously, no more excuses. What are you guys doing to resolve the issue? Reading this thread, this is an issue spread over multiple banks and their customers, it's a QB problem not the banks.

 

I have a business credit card account with 2 users (2 sub accounts). I can "connect" the parent (and sub accounts) card via QB, but there are no transactions listed. Both users combined have an average of 100 transactions per month. The QB "workaround"(downloading to a excel spreadsheet, then upload to QB) results in duplicate transactions, debit/credits in the incorrect column (spent/received), monthly subscription cost that doesn't reflect the advertised or quality of service and a ton of sweat and tears.

 

So I ask again, what's being done to resolve my now 4 month issue?

 

 

Moderator

Re: MY BOA Credit Card transactions are not syncing to QB (since Sept 2018). I've talk to multipl...

Hi, Joyjoykatt35.

Let me add some information about the issue you're experiencing with the QuickBooks online banking.

 

Our Product Team is actively partnering with BOA to resolve this error. Although I don't have a specific time frame as to when and how this will be mediated upon, rest assured that this is being looked into.

 

I can pass along all the feedback you have to the appropriate channels so you're able to reach a point of resolution as quickly as possible. As soon as an update is received, I, or another member of the Community Team, will be happy to update this thread and let everyone know so that you can get back to business.

 

I know you've already called in. However, I still suggest getting in touch with our QuickBooks Online Customer Care to have this re-investigated. A phone agent has the appropriate looks, like screen sharing, and they can take a better look at this. 

 

Our contact details can be found here along with our opening hours:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Feel free to reach out to us if you have additional questions about updating bank transactions in QuickBooks Online.

Level 1

Re: MY BOA Credit Card transactions are not syncing to QB (since Sept 2018). I've talk to multipl...

I'm not sure why it has yet to be posted in these on-going threads that the problem with not being able to download Chase credit card activity, at least into Quickbooks Desktop, is a problem with CHASE and that they are aware of this problem.  I just spoke with their support again today (1/30/19) and was reassured that they (Chase) are aware of this issue and that their people are actively working on a resolution.  Once fixed, they may send a message to those affected (or maybe everyone?) via their on-line Message Center.

Moderator

Re: MY BOA Credit Card transactions are not syncing to QB (since Sept 2018). I've talk to multipl...

Hello Tim13,

 

I appreciate you for sharing the information you've got from Chase. I'm sure it will enlighten those customers who are also experiencing the issue.

 

We’ll also keep you posted on this thread as soon as an update is received. We are actively working on a permanent solution along with Chase and we should see a fix soon.

 

I'm always here if you need anything else in QuickBooks Online. Have a good one.

Level 2

Re: I can't connect my credit card to my account, I called Chase, and they are saying I'm doing e...

Well, after trying everything.  I found a fix for us.  Hopefully it will work for everyone else as well!  I disconnected all chase accounts by clicking edit account and then selecting the disconnect account on exit box then save.  Then I clicked add account, now here is the biggie... I chose JPmorgan when the list of banks comes up.  I had tried selecting the Chase logo account many times and it lets me log in using my credentials but would always say sorry try again later.  The JP Morgan link logged me in and then let me select the accounts I had chosen to be linked to my QB accts.  I did have one credit card account that I had forgot to delete and it would not connect so all of your chase accounts to have to be deleted first. 

I do hope this helps someone out there because I searched everywhere and found no good fixes until I tried this. 

QuickBooks Team

Re: I can't connect my credit card to my account, I called Chase, and they are saying I'm doing e...

Hey there, @laughable accountant.

 

I appreciate you sharing the resolution that you've found to fix the connection between QuickBooks and Chase bank account. This information will surely help other users who are having the same issue.

 

Feel free to post again here in the Community if you have any concerns with QuickBooks or any insights that you might want to share. Thanks for coming and wishing you all the best.

 

Level 1

Re: I can't connect my credit card to my account (solved for me, here's how)

I too struggled with this for hours, reading everything I could in many forums.  I was attempting to connect a Chase credit card from within the Mac Desktop app.  Then I thought I would try logging into my account from within a browser:  www.quickbooks.com / login / QB Online.  After a successful log in (using Safari, latest version) , I went to BANKING, then ADD ACCOUNT, and presto!  It all worked, connection made.  Hope this helps someone out there.

Moderator

Re: I can't connect my credit card to my account (solved for me, here's how)

Glad to know it worked you, @Firefly Studios!

 

I personally want to thank you for sharing the resolution you've come up in downloading transactions from Chase Bank.

 

This would absolutely help other users like you who encounter the same issue as yours. Also, other users will come across and read this thread.

 

Lastly, I'll be leaving out a link of our helpful articles that might help you-you solve your future concerns: QBO Self-help.

 

Let me know in the comment section down below if you have any other questions. It'll be always my pleasure to help.

Level 1

Re: I can't connect my credit card to my account, I called Chase, and they are saying I'm doing everything right. Is there an issue with Chase?

Turning off my VPN fixed the problem.

Level 1

Re: I can't connect my credit card to my account, I called Chase, and they are saying I'm doing e...

Thank you so much, after nearly 3 days of being frustrated with several failed attempts and calling around trying to get answers for my accounts not connecting. Your answer fixed my issue, I didnt even think to select J.P. Morgan instead.

You would think they'd fix an issue like that.

Thank you again!

Level 1

Chase bank online connect gives Error "Connection Error" "General Error" ??? AMEX works just fine.

I just moved to Quickbooks 2020 for mac from QB Pro 2018 on windows. While I am able to connect to my AMEX credit cards, chase doesnt seem to connect. This has worked and continues to work on my windows QB2018. What's happening?

 

- MD

Highlighted
Moderator

Re: Chase bank online connect gives Error "Connection Error" "General Error" ??? AMEX works just ...

It's good to see you here, MD.

 

Just to confirm, are you getting an error when you try to connect the Chase bank to QuickBooks 2020 Mac? This way, I can provide you the right resolution or might check if this is something that our product engineers are working on.

 

Also, it could be that the Chase bank requires you to do or complete something on their website. You may want to check this by logging in to your bank's website. Then, scan their messages to see what they recommend to you.

 

Also, you can try checking about fixing the issue with the Online Banking in QuickBoooks for Mac

 

Please reply to this thread if you need further assistance with this. I'm always around to help you out!

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