When I import data into QB Online from our Chase Business account all the transaction data, since around May 26, 2023, is encrypted. Has there been a change to QB?

This is unusual, Sunset.

Your QuickBooks Online (QBO) subscription may have expired. It could be the reason your Chase bank transactions are encrypted since we only allow read-only access for inactive accounts.

Let's review your subscription info to verify this. Here's how:

1. Sign in to QuickBooks Online as a primary admin.
2. Go to the Gear icon and then Account and settings.
3. Select Billing & subscription.
4. Review the information in each section.

If it's already expired, I recommend resubscribing to the program. Then, categorize your downloaded bank transactions again.

In case some of your transactions are missing, I suggest manually uploading them to QBO.

Additionally, I've added these articles that'll help you learn more about how QBO manages your bank accounts and transactions:

• Privacy and Security in QuickBooks
• How Secure is Online Banking through QuickBooks?

Please keep us posted if you need additional assistance categorizing and matching your bank transactions. We want to ensure they're added to the correct accounts.

Hi. Here are my responses to your suggestions: Our subscription is current, through 2/24/2024. We are not missing transactions instead all our numerical data in Bank Detail is encrypted, which it was not prior to 5/26/2023.

Example: BANK DETAIL

We appreciate your response and the additional information, Sunset. Let me provide some explanations and guide you through the process of getting your bank information to appear in QuickBooks Online.

The data imported into QBO is based on what your bank shared with us. Your FI probably hides your financial details for security reasons. 

Let's also make sure to enable the settings in your Banking section so your desired data is displayed. Here's how you can do it:

1. Open the Banking menu and select Banking.
2. Select your desired account tile.
3. Go to the For review tab.
4. Click on the Settings icon.
5. Under Transaction details, check Show bank details. 

Once you're good, feel free to browse these extra modules to manage your online banking entries in QBO:

• Categorize and match online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online

Don't forget to visit this thread if you have more questions about banking or QuickBooks. I'm here to provide guides and pointers to help you out. Take care!

Issue continues unfortunately.

Hello there. I understand the necessity of getting this issue fixed as soon as possible, @Sunset Oak. I'll share some updates about this matter.

We currently have a new reported investigation about the transaction data of the Chase bank account being encrypted. Our engineer is currently working on it. We appreciate your patience as we investigate this further.

As of now, I recommend contacting our QuickBooks support team so you can be added to the list of affected users and get notified via email of any updates.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Go to Help.
3. Select Contact Us.
4. Enter your concern, then select Let's Talk.
5. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

See this article for more details: Support hours and types.

Additionally, please check out these articles for your future reference:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Tag me in the comment section if you have any other QuickBooks-related concerns, especially in managing your bank transactions. I'll be around to help you. Stay safe and hydrated!

I am also having this issue with my Chase bank data imports into Quickbooks.  The transactions say "X" or "XX" for every description as of today, 6/12/23.

Greetings, @Elicia. We understand the frustration of not having this process as anticipated and the significance of getting this fixed as quickly as possible. I'll provide the steps for contacting our support team in QuickBooks Online.

Please know that our team is moving a potential remedy for this error experienced with the same issue you mentioned about importing transactions from Chase Bank.

In this case, I urge you to call our support team so they can add you to the affected users.

Please see the steps below:

1. Log in to your account.
2. Click the? Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief discussion with your concern, then click Continue.
5. Choose to Have us call you to connect with us.

I'm adding this page if you need other resources that help you manage your profit and loss: Financial reports.

Furthermore, if you want to view your reconciliation report to see the summary of your reconciled transactions. Once all is well, you are ready to close your book to prevent unwanted alterations.

We are doing our best to resolve this issue. I appreciate your patience. Keep safe.

@Elicia G 

Use MT Online or one of the converter tools (e.g csv2qbo) as a workaround.

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

I have provided my email info for updates on the investigation. Have not received any correspondence from QBs.

Add us to this issue as well. Same exact issue that others are describing. Went through everything with Chase/JPMorgan and everything was active on our end that should be. We didn't change anything except re-linking the account on/around 5/26 that seemed to have caused this issue. 

We've gone through it with Chase and no issues. So I can only assume it had to do with that re-link and there's nothing there that we can adjust. 

@Sunset Oak, 

Have you ever heard anything from QB? We have not and no one seems to have a good solution. 

I have not heard anything. I logged a ticket with Chase and they say it is QB's. All quiet from QB's. I have some strong opinions developing on how this is being managed and communicated from QB's. Wish I had better news.

Yep, same with us, unfortunately.

We went through a lot of different things with JPMorganChase and everything was always the same that it was before. And ironically only those of us using QB have seemed to have issues. Which leads me to believe it's a QB problem. 

Hello, any update on this? Its causing a lot of manual work on our end as our automations and rules were based on last 4 of accounts funds are recieved from and sent to.

Hi, @Mbains. 

I recognize the urgency of getting this issue fixed right away. Allow me to share a few updates about it.

The issue about the transaction data of the Chase Bank account has already been raised with our banking engineer. At this time, we don't have a specific timeframe for when this will be resolved. In the meantime, I suggest contacting our Customer Support team if you haven't done it yet so they can add you to the list of affected users. Once added, you'll receive an email notification once an update is available. 

Here's how to reach them:

1. Go to the Help icon in the top right-hand corner.
2. Press the Contact Support button.
3. Enter your question in the box and hit Let's Talk.
4. Choose the best way you'll want to reach out to us.

Please consider checking our available hours when contacting them to ensure we address your concern promptly.

Once everything's fine, learn how to review downloaded bank and credit card transactions through this article: Categorize online bank transactions in QuickBooks Online.

If you have any other follow-up questions, let me know in the comments below. I'm here for you. Have a good one.

I have already called QB Customer Support to include me on emails regarding the investigation into this issue, to date I have received no emails / updates / assurances that this issue is being addressed. Unfortunately I now am unable to use any of my rules or to set up any rules that will help drive my transactions to the appropriate accounts. QuickBooks has become a manually intensive exercise in managing our financial records.

Hello there, Sunset.

I see the significance of resolving this ongoing issue. I also understand how frustrating it can be when we can't use important features like rules to manage your financial records efficiently.

To address this situation, I strongly recommend reaching out to QuickBooks Customer Support again to double-check the status of the investigation and emphasize your need for timely updates. Our dedicated support team is equipped to promptly address your concerns and deliver a comprehensive update on the progress of the investigation.

Hello, 

I have the same problem. 

Please, inform us of any update. 

Thanks. 

Hi Ronald.

Are you having the same hurdle with Chase Bank transactions showing bank details as XXXXX? If so, our product engineers determined that this is how Chase Bank sends transaction details in QuickBooks Online (QBO). It wasn't an Intuit or Chase bug.

As per Chase Bank's latest update, this is part of their new enhanced security measures in which our system has no control over the changes or data. There will be no further updates about this investigation.

In the meantime, you can consider sending suggestions to your bank to prevent bank details encryption when transmitting data to QuickBooks.

If not, feel free to add more details, like screenshots. This way, I can share insights and solutions to keep you moving.

In addition, I like to add these resources for future guidance to help import past online banking transactions and undo matching between bank and QuickBooks records:

• Manually upload transactions into QuickBooks Online
• Unmatch downloaded bank transactions or move them to another account

Please let us know if you have other online banking concerns. The Community is always here to help. Stay safe and well.

@Ronald Correa 

Explore MT Online or one of the converter tools (csv2qbo) as a workaround.

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

I am experiencing the same issue and I recieved an email on 7/21/23 that the issue was resolved but it has NOT been resolved.  Do you understand how much time this is adding to my workload?

I know you're putting so much effort and time into resolving your concern, @kinserra13. I'll ensure you get routed to the right direction of support to sort out this issue with Chase Bank.

Since  you've received an email stating that the issue has been resolved, I recommend contacting our QuickBooks Online Support Team. They'll be able to verify if the problem has been fixed and assist you with resolving it.

I'll show you how you can reach out to them:

1. From the Search tab, click Contact Us.
2. Enter your question and select Continue.
3. Review and Select from the following: Ask the community, Have us call you, or Chat with us.

Once everything is in order, I recommend reviewing the following articles for guidance on categorizing your transactions and reconciling your account flawlessly:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Please comment below if you have any other questions about connecting your account or getting your transactions in QBO. I'll get back here as soon as possible to help you again. Thanks for dropping by, and stay safe always.

I did receive and email that said that engineers looked at the integration between Quickbooks and Chase and it said that the integration is working as designed. The content of that email is below. I have not had a chance to reach out to QB's about this yet nor had a chance to speak with Chase. From my perspective the integration does not allow users to do anything with the data coming from Chase as all the numbers are showing as "X"s. If this is the design then I have to say no one understands what users need. Again I plan to call both parties to confirm the information in this email but I find that these calls require one to have a lot of hours to give to the issue. I wish I had better information for those experiencing the same issues as I am.

I've also had this issue for about 2 months now. I reached out to QB and received the same email a week later saying there are no flaws in the QB system that it's on Chase's side. 

Has anyone had any updates on possibly talking to Chase and getting it updated back to the details having all the numbers in it?

I agree that it's been a ridiculous amount of time spent on manually adding transactions that used to have rules implemented and also having to retrieve the details from my bank statements instead of having it readily there in QB as it used to be. 

any helpful update on this would be appreciated - thanks!