Web Connect File - Chase

Hello there, @Bao-DesignCraft.

Welcome and thank you for posting here in the Community. I'm here to help share information about downloading QBO file/transactions using the Web Connect process.

I've checked and verified that we have reported issues with other users when trying to upload transactions using the web connect process in QuickBooks Dekstop (QBDT).

We have already submitted a ticket about this issue and our engineers are all hands on deck working together with your bank to sort everything out. At this point, you may check this article about troubleshooting bank feeds web connect import issues and errors: Troubleshoot Bank Feeds Web Connect import issues and errors.

I'd also suggest contacting our QuickBooks Support Team to add you to the list of affected users and will be notified when a resolution has been implemented.

To contact support:

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.

Thank you for your patience. Keep me posted if you have any other banking concerns. I'd be glad to help!

I have this exact problem but only for the cc account.  The Chase Web Connect File says it is .qbo.

Hi there, vicki7,

I can see that you have commented  on the other thread.

I've already posted an answer to your post from this thread: Chase Credit Card QBO import fails. You might want to check the resolution I've provided.

Please feel free to reach back out if you have other concerns, I'm always here to help. Have a great day!

Have there been any status updates on the correction of this? Thanks!

Thanks for reaching out, @azehr.

Allow me to join the conversation and share to you the update we received.

As of this time, our Online Banking Team and your financial institution are working hand in hand to get this issue fixed as soon as possible. 

In the meantime, you can use the IIF file to download transactions to QuickBooks. This is used to import and export lists or transactions to and from different platforms. Refer to the following articles for more details:
•    IIF Overview: import kit, sample files, and headers.
•    Export or import IIF files.

I’d also suggest getting in touch with our Customer Care Team to have your account added to the list of affected users. This way, we’ll be able to notify you through email once an update is received. 

You can contact our phone support by following the steps below: 
1.    Open this link: https://help.quickbooks.intuit.com/en_US/contact.
2.    Select QuickBooks Desktop.
3.    Choose your QuickBooks Desktop version.
4.    Click on the Solving Issues & Error Messages menu then select Common Errors.
5.    Scroll down and click either Get Phone Number or Start a Message button.

That should get you on the right track. Please let me know how the call goes. If you need further assistance, leave a reply below. I’ll be glad to help whenever you needed me. Take care!
 

I just got the same error starting 2019 as well.  I was able to import all of these prior?  Looking at the file format they are the same too.  Maybe a new bug?

I would like to add I've run into the same issue with Chase starting in 2019.  It worked all of 2018 and suddenly stopped.

Have the same issue (as of late inthe day on 1-28-19) and have had since about a week ago.  Chase is very confused.  Have one rep telling me simultaneously that 1) the problem is fixed 2) the problem is with Intuit servers (even though i am using QB desktop) and 3) i need to provide my "OFX log" which she can't tell me where to find and I suspect either does not exist or is totally irrelevant.

Another chase rep said i could import a CSV file with transactions into QB desktop as a workaround, which I do not believe is true.  

Very frustrating

I too have been having the .qbo issue where it says "you are trying to upload the web connect file with an account type that Quickbooks doesn't support.  Please contact your financial institution for details".  P/D/W Chase 01/28/19, Chase is aware of an "ongoing issue" and said it would be fixed today (highly doubtful as I can see in this thread that the issue has been apparently going on for a while)

Thanks all.

I tried it again today and still nothing. Hopefully this will get fixed soon!

Thanks for joining this thread, JAC2 and Bao-DesignCraft.

 I appreciate you for providing us updates. I want to make sure this gets taken care of.

Our engineers are currently working with Chase Bank to come up with a fix. Since you've already contacted the Chase about this, it would also be best to give us a quick call so you'll be added to the list of affected users. This will help us easily disseminate the updates of the investigation through email.

Here are the steps provided by @jend on how you can reach us:

1. Open this link: https://help.quickbooks.intuit.com/en_US/contact.
2. Select QuickBooks Desktop.
3. Choose your QuickBooks Desktop version
4. Click on the Company File menu.
5. Select the Solving Issues & Error Messages menu.
6. Click Common Errors.
7. Scroll-down and click either Get Phone Number or Start a Message.

We'll be sure to continue providing updates about the progress of the investigation through this thread.

Keep in touch if you have any other questions. I'll be around anytime you need help.

I already started a chat session and since I'm a ProAdvisor they directed me to the ProAdvisor Line, but haven't had a chance to call them yet (i.e. chat session seems rather useless if they are unable to provide solutions).  What is the work around for batch uploading cc transactions into QB since this is an issue with the web connect files?

I am having difficulties importing chase QBO files starting 2019 as well. Quickbooks says it isn't a valid Web Connect file. I'm not doing anything differently than I have always done in the past. 

Hello, @allabouttreesoffice.

Thanks for letting us know you encounter the same problem when importing transactions using a QBO file to QuickBooks Online. 

There's an ongoing investigation about this issue with Chase. Our online banking team is working diligently to look for a permanent fix for this unexpected behavior.

You can try performing the workaround on this thread and see if it works for you: https://quickbooks.intuit.com/community/Banking/Unable-to-Import-QBO-credit-card-statement/m-p/23052....

In the meantime, I recommend giving our Customer Care Team call to have your account added to the list of affected users. This way, we'll be able to notify you once the issue is resolved. 

Here's how to contact support: 
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 get the contact information.
 
We will keep you posted here in the Community of any updates available. You’ll be notified through email once there are changes and fixes provided. 
 
Thank you for your patience and understanding. If there's anything else I can do for you, please let me know. I'll be here to help you out.

Just tried downloading QBO credit card file form Chase (about 11:00 p.m. eastern time 1-30-10).  IT WORKED.  Pleasantly surprised.

Hi there, @MK99.

I'm glad you were able to download your most recent transactions in QuickBooks Online. 

If you need anything else, please let me know. I'll be here to help. Have a good one!

I have a multi-member Chase Card (all of our employees charge to 1 account which is then itemized by Chase).  It's now only pulling the "master" and not any of the sub accounts into bank feeds.  Anyone know a solution?  It worked fine before O Auth!

Hello there, JAC2.

Let's make sure you choose the correct bank account to connect with QuickBooks Online (QBO). To fix this, you can reconnect your bank account in QBO.

You start logging in to your bank’s website and follow these steps below:

1. Click Banking from the left menu.
2. Click Add account.
3. Search the name of your financial institution.
4. Click the link for the bank's website.

In case you encounter an error upon reconnecting, here’s an article you can follow with guidelines that will help you fix online banking error in QuickBooks Online: Fix online banking error in QuickBooks Online.

Keep me posted if you have other questions about reconnecting bank account in QBO, I’d be happy to answer it for you.

It's connected, however, still pulling only "master" account, not individual sub accounts; in our g/l we only have one "cc payable" g/l account and need all of the cc accounts (master and sub) to pull into this one g/l....again worked fine before OAuth, now will not pull all accounts.

Thanks for getting back to us, @JAC2.

Allow me to step in and share some information about the parent account and sub-accounts in your bank feeds.

Since your bank change/update on treating your online banking transactions after the OAuth, you'll need to know how your bank sends the downloaded transactions through online banking. This way, you can verify with them why not all of your transactions were downloaded.

To learn more about online banking, you can read this article for your reference: About Bank or Credit Card Subaccount Setup.

As a workaround, you may want to consider manually uploading your bank transaction to QuickBooks Online via Web Connect. 

But first, we'll need to exclude all non-master account transactions showing up in your master account. Here's how:

1. From the left menu, select Banking.
2. On the Banking page, select the For Review tab.
3. Select the checkboxes of the transactions to exclude.
4. From the Batch actions drop-down, choose Exclude Selected.

Then, manually download the transactions from your bank's website:

1. Sign in to your bank's website.
2. Download your transactions to your computer.
3. Choose transactions from specific or multiple accounts, or select a date range for transactions.
4. Select a supported file type for the download file.
5. Note the name of the file you downloaded.

Lastly, upload the file to each of your sub-accounts, here's how:

1. From the left panel, click Banking.
2. Choose File upload from the Update drop-down.
3. Select Browse and choose the file you downloaded from your bank.
4. Click Next.
5. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next.
6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields.
7. Select Next.
8. Select Let's go! (or Finish).

Here's an article you may read for your reference: How to Upload more than 90 Days of Bank Transactions.

Please let me know below if you have any other questions. I'll be around if you need any help.

Thanks, but I called Chase and they have no insight.  They said to consult QB, so it appears that no one knows what the issue is.

Hi @JAC2,

What you’re experiencing is due to the update on how Chase treats your banking transactions. But I've got a workaround for you so you can get your sub-accounts' transactions show on your Banking page.

First off, let's exclude all the non-master account transactions showing up in your master account. Here's how:

1. From the left menu, select Banking.
2. On the Banking page, select the For Review tab.
3. Select the checkboxes of the transactions to exclude.
4. From the Batch actions drop-down, choose Exclude Selected.

Then, manually upload WebConnect files to each of your sub-accounts.

1. Download transactions from Chase website.
2. From the left menu, select Banking, and choose Banking.
3. From the Update drop-down menu, select File upload.
4. Select Browse and choose the file you downloaded from your bank, then choose Next.
5. From the QuickBooks account drop-down list, select the sub-account, and select Next.
6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields, then select Next.
7. Select Let's go! (or Finish).

You can also check these articles for more details:

• How to Exclude Expenses from Downloaded Bank Transactions
• How to Upload more than 90 Days of Bank Transactions

Please post again if you have other concerns. I'm always here to help.