Hi there, @Affinitistyle.
I want to ensure that you can connect your Chase bank account to QuickBooks Solopreneur. Let's perform troubleshooting steps to get this fixed.
It's possible that QuickBooks may behave unexpectedly due to data issues in your browser. To verify this, try using an incognito or private browser. To open an incognito window, you can use the following keyboard shortcuts:
- Mozilla Firefox and Microsoft Edge: Press Ctrl + Shift + N
- Google Chrome: Press Ctrl + Shift + N
- Safari: Press Command + Shift + N
If you continue to experience the same result, I suggest using other supported browsers. This will help us identify if the issue is specific to your current browser.
If the issue persists, you can check the bank's website to make sure everything is also working on their end. This way, you can sign in from there and check for any messages, notifications, or alerts.
Once you're connected, you can already categorize your bank transactions. You can visit this article as a reference: Categorize bank transactions in QuickBooks Solopreneur.
As you connect your bank, rest assured that I'm always here to lend a helping hand. Should you need assistance with any other areas, feel welcome to drop me a comment below.
