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bookie13
Level 1
posted
‎March 04, 2020 11:17 AM
last updated ‎March 04, 2020 11:17 AM

Setting up new CHASE credit card to dowload transactions

I use QB daily and handle the accounting for several businesses, I have a new issue that neither QB or Chase can help with.

I set up a new Chase credit card in the chart of accounts and have attempted to set up this account in "Online banking setup" but QB cannot log into Chase with the usual login information, I have gone into the Keychain and deleted the password and recreated a new and QB + Chase can't communicate the error message says "contact your financial institution".  Chase does not support direct connect with QB anymore however, I was able to download the transactions in a QB format directly from Chase website but QB won't let me import the transactions because it won't enable/create the "downloaded credit card transaction register to import to.  Next I downloaded a .csv file from Chase into Excel then imported the respective info into the QB "import credit card charges" pro forma worksheet, expensed all items hit "import" and it won't work...how can I get this to work...

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3 Comments 3
AileneA
Moderator
Moderator
‎March 04, 2020 01:07 PM

Setting up new CHASE credit card to dowload transactions

Hello, @bookie13 

 

Thank you for reaching out to the Community. The .qbo file is the only supported type for direct connect. Let me show you how to import the transactions: 

 

  1. Go to Banking. 
  2. Click Downloaded Transaction and choose Import File. 

 

After you downloaded the transactions, you need to match them. They can be categorized as Unmatched and Matched. 

 

Please check out this article if you want to know more about setting up importing transactions: Set up and use Online Banking (Mac) 

 

Please get back to me if you have other questions in QuickBooks. Have a great day!

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bookie13
Level 1
‎March 04, 2020 06:04 PM

Setting up new CHASE credit card to dowload transactions

Thank you but the issue is that I can't download the transactions into QB because it won't allow me to go thru the set up function to create the register to import the data into, neither web connect or direct connect.

 

QB sent a fix saying the problem was because I had saved the username and pwd. on the computer and I needed to go into the keychain and delete and create a new pwd. went thru all those steps and it  did not work.  

 

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Michael K
Moderator
Moderator
‎March 04, 2020 06:33 PM

Setting up new CHASE credit card to dowload transactions

Thanks for reaching back out, @bookie13. I'm here to make sure you get back to business.

 

Since the issue seems isolated to your device, I recommend reaching out directly to our QuickBooks for Mac Support Team. They'll be able to share your screen and take a look in-depth about what may be causing the problem. Check out the below steps to get in touch.

 

  1. Go to our contact page.
  2. Hit the Search for something else button, then enter your question in the text box that appears.
  3. Click the Search button.
  4. Scroll down on the page and click Get Phone Number.

 

That's it! Reach back out here if you have any other questions. I'll be more than happy to help.

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