Uploading credit card transacitons into QB

You can use MT Online or one of the converter tools with a one time license (e.g csv2qbo @ $60) for the time being.

https://www.moneythumb.com/?ref=110

Hello, accounting476.

I want to ensure that I can offer the best answer to your concern. But I need more information about what you're going through.

Could you please give me the name of your financial institution? Additionally, can you also provide a screenshot or the exact error message you received when trying to upload your credit card transactions? Having this information will allow me to investigate the problem and give you the necessary instructions to fix it.

I'm looking forward to your reply. Thank you in advance and take care.

We use Chase credit cards and am getting error code 386. We have contacted Chase and QB and still waiting for solution to resolve. QB Programmers changed code and caused issue

Thanks for the prompt response, @accounting476.

I'm here to provide some details regarding the error and ways on how to fix this.

Several factors could cause error code 386, such as a typo, an outdated account number, or a system glitch.

Have you recently updated your account information on your bank's website, like your password, username, or account number? If yes, you need to update it in QuickBooks too: 

1. Go to Banking.
2. Locate your bank account, then select the Edit ✎ icon.
3. Click Edit sign-in info.
4. Update your info as needed.
5. Select Save and Close.
6. After saving your bank details, click the update button located at the top right part of the banking page.

If this didn't fix your problem, I recommend contacting our Support team to ask for an update: QuickBooks Online Support.

Additionally, you can check this article Learn how to reconcile your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

Keep us posted if you have further concerns on this issue. We'll always be here to help you.

Thanks for trying but your solutions are not the issue. No password update and we did not do anything. If you contact Chase credit card they will say QB changed something and getting alot of calls. If call QB they say they have alot of phone ticket no due to latest update. Thanks for trying but not issue in this case

I understand the inconvenience this banking issue has caused you, accounting476. 

To alleviate any further issue, I'd recommend reaching out to both Chase credit card and QuickBooks Online (QBO) support again to explain the situation and seek further assistance. I'll provide you with instructions on how to perform this task on QuickBooks.

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. Enter a brief description of your concern in the What can we help you with? field.
6. Select Continue.
7. Choose a way to connect with us (Send a message / Start a chat or Get a callback).  
    

Once the issue is resolved and your transactions are successfully uploaded, review and categorize them to keep your financial data accurate.

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expenses and allows you to identify and address any potential errors. For guidance on performing and resolving reconciliations in QBO, refer to this article: Learn the reconcile workflow in QuickBooks.

I'm all ears if you have other banking concerns or questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help.

No still have issue and cannot download to QB Chase credit card transactions.

What is taking so long to correct issue

Hi there, accounting476.

I appreciate you getting back to this thread with an update on the status of your issue. I know how important it is for our bank and our QuickBooks Online (QBO) account to connect seamlessly. Let me share some insights regarding your concern.

Currently, there is an investigation into Chase credit card transactions not uploading into QBO. Our engineering team is working hard to find a solution to the issue at hand. In the meantime, I suggest manually uploading your transactions while our back-end team works on finding a resolution.

Additionally, I understand that you've already contacted our support team. However, I recommend contacting our phone or chat support again to be added to the affected users list. That way, you'll receive an email notification when there's an update on the ongoing investigation. 

Here's a step-by-step guide on how to contact us:

1. Go to the Help menu and select the Search tab.
2. Next, click Contact Us.
3. Then, enter a brief description of your concern and select Continue.
4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

You can reach our support team Mondays through Fridays from 6:00 AM to 6:00 PM Pacific Time and Saturdays from 6:00 AM to 3:00 PM.

Here's an article with more details on how to format your files to upload transactions into QBO: Format CSV files in Excel to get bank transactions into QuickBooks.

Once this issue is fixed, you can refer to this article to learn more about reviewing your downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online.

Get in touch if you have any other concerns about online banking and your transactions in QuickBooks. I'm just one post away to help you out.

I am having the same issue, has this not been fixed yet? It has been going on for months. Has there been any update?? 

Hi there,

Thanks for reaching out and letting us know about your experience with the online banking feature in QuickBooks Online (QBO).

I want to ensure this gets resolved. But before doing so, I'd like to verify the name of the bank account that has an issue. And may I know the exact error message that you encounter? Any additional information will get us closer to the resolution and check if there's an open investigation about this.

We're looking forward to hearing from you. Have a great day!