Where to set start date on linked Chase credit card

When linking your Chase credit card to QuickBooks Online (QBO) and not being prompted to set a transaction start date, ensure that you have selected the correct Account and Account Type, Ruthie2. 

Here's a screenshot for your visual reference:

Note that you can see this option when you link your Chase credit card account. However, if you have linked your account, you need to disconnect and reconnect it first. Before disconnecting, make sure to exclude all your transactions in the For Review tab to avoid possible duplicates when you reconnect your account.

Once you've connected with your bank, make sure to review and categorize your transactions to have accurate and organized financial records.

If you have additional questions or concerns, feel free to reply to this thread.

Thank you.  How do I get to the screenshot you provide so I can set the start date?  Please provide the steps.

Thank you

We can set the start date for your Chase credit card transactions during the initial connection, Ruthie2.

Here's the complete steps:

1. Go to the Transactions menu and choose Bank transactions.
2. Click Connect account or Link Account.
   
   
    
3. Search for your bank by URL, name or select a bank from the list.
   
   
    
4. Select Continue.
5. Sign in to your bank account in the pop-up window.
   
   
    
6. Choose the account that you want to connect to and set the start date to pull transactions.
   
   
    
7. Then, select Connect.

Once successfully connected, you may also find these articles helpful for learning how to reconcile and match credit card transactions:

• How to Reconcile Accounts.
• Match and Categorize your Downloaded Bank Transactions.

If you have more questions, hit the Reply button and we're always here to help.