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Chase QBO Webconnect download problem

On Jan-17-2019 had no problems downloading manually my Chase credit card file and importing the QBO into Quickbooks. As of Jan-25-2019, got an error message:

 

"QBO download will not load in Quickbooks. Error message is: Quickbooks is unable to verify the Financial Instituation information for this download. Please try again later."

 

After looking at a recent successful download, I found this significant difference in one line:

 

<INTU.BID>2430 <-- good QBO

 

<INTU.BID>10898 <-- bad QBO

 

Changing the number to 2430 in bad QBO file made the import correctly. Not sure who is at fault here, Chase or Quickbooks. Hope this helps someone else. I answered my own question. 

 

35 Comments
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Re: Chase QBO Webconnect download problem

I tried it and your solution worked. It's frustrating that we have to use notepad to fix a bank file but at least I was able to get the transactions in Quickbooks. I assume it's Chase's fault as they are the ones creating these files.

QuickBooks Team

Re: Chase QBO Webconnect download problem

I'm glad it all worked out for you, Bovoc.

 

Chase released a new bank ID/.QBO file which didn't match with our sample files. Rest assured, we're already working with them to get this issue rectified as soon as possible. 

 

You can contact our technical support so you'll be added to the list of affected users. This way, you'll receive a notification when a resolution is applied.

 

Here's how to contact us:

  1. Open this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop, then choose your Desktop version.
  3. On the Contact Us page, click Solving Issues and Errors, then choose Common Errors.
  4. Click either Get Phone Number or Start a Message

And, a huge thanks to @mberwin for sharing a resolution to help the affected users. 

 

Feel free to visit us if you have additional questions, or if there's anything else you need. Have a great day.

Frequent Contributor *

Re: Chase QBO Webconnect download problem

I'm having the same issue - where do I go to fix the detail in those lines?

Not applicable

Re: Chase QBO Webconnect download problem

Open the file using notepad or some other text editor  and replace <INTU.BID>10898 with <INTU.BID>2430 . Save it and try to process the file in Quickbooks. It worked for me, but I noticed the file itself is missing some expenses that should be in it.

QuickBooks Team

Re: Chase QBO Webconnect download problem

Hello everyone.

 

Allow me to join the thread and help share additional information about the Chase QBO WebConnect download problem in QuickBooks Desktop (QBDT).

 

@bovoc, thank you for sharing with us a workaround used while working with QBDT to help other affected users.

 

@ibizconsult, as mentioned by my colleague above, there's an ongoing issue when using Chase Web Download. Happy to inform you that our engineers are currently working with your bank for an immediate fix of the issue.

 

To receive resolution updates, I suggest getting in touch with our QuickBooks Support to add you to the list of affected users. For the support's contact information, you can refer to the steps provided above.

 

Stay in touch if you have any other banking concerns. I'd be glad to help!

Community Contributor *

Re: Chase QBO Webconnect download problem

THANK YOU!!!!! You just saved me and my coworkers hours of data entry!!!!!

 

:smileyvery-happy: :smileyvery-happy: :smileyvery-happy:

 

 

Not applicable

Re: Chase QBO Webconnect download problem

The file has a second error. Each transaction is marked with <FITID>NONE .

 

The FitID defines each transaction uniquely. So if you want to load them you have to manually change each fitid to a unique string.

QuickBooks Team

Re: Chase QBO Webconnect download problem

Hello, @Mark H.


I know how important it is for you to get your bank transactions downloaded in QuickBooks. I can share some information about this issue.


There are a couple of errors you might encounter when using WebConnect. We have an ongoing investigation about it and our banking team is working to get a permanent fix for this unexpected behavior.

 

It’s also possible that this error has something to do with how the transactions are imported from the bank since the information we receive comes from them. You might want to check with Chase to verify.


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 of any updates. 


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.


Please let us know how it goes after contacting phone support. If you need anything else, leave a reply below. I’m always here to help. Take care and have a great day!

Community Explorer **

Re: Chase QBO Webconnect download problem

It appears they are trying to correct this on the Chase side as I was able to download in just a bit ago.  However, like you said I'm missing some transactions.  Hopefully they are close to correcting this!

QuickBooks Team

Re: Chase QBO Webconnect download problem

Hi there, lrush.

 

Thanks for joining this thread. Allow me to help provide some update about this issue. 

 

I appreciate the information you've provided. I've checked the status of the investigation about the missing information in Chase Bank Feeds and it still in progress. We haven’t received any updates yet if when this will be resolved, but rest assured that our engineers are currently investigating and working on an immediate fix. I also  encourage you to reach out to our Customer Care Team to add your account to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email. 

 

You can follow the steps provided by my colleague KhimG on how to contact our phone support. 

 

We appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out. 

Not applicable

Re: Chase QBO Webconnect download problem

I'm in the same boat, I was finally able to import the transactions using the qbo download from Chase but I am also missing several hundred transactions. 

 

 

QuickBooks Team

Re: Chase QBO Webconnect download problem

Hi tacovrig,

 

For now, our engineers are still in partnership with Chase to determine why some transactions are not being created properly. You'll have to enter the missing transactions manually.

 

I'd still encourage giving us a call by following @Kristine Mae's steps to get you added to notification list.

 

We're always here to help whenever you have questions.

Frequent Contributor *

Re: Chase QBO Webconnect download problem

We now have a new issue - FirstBank will not download into QBDT.  There is activity in the account for the period downloaded and we've attempted to download from within QBDT and also externally directly from the bank.  

 

There are no error messages, but nothing happens.

Not applicable

Re: Chase QBO Webconnect download problem

I've had the problem as well - rec'd the "QB unable to validate Financial Institution..." message. Then was able to get bank feeds to work today but now it's missing many, many, transactions. So I downloaded from Chase to Excel and all the transactions, which makes me think it's an import problem on QB's side. This has been going on now for several weeks and it seems that Intuit should have it fixed by now given the number of small businesses that rely on them. Ridiculous. This and so many other aggravating little things in QB that have been there forever. If there was a decent competitor out there I would seriously consider switching. 

QuickBooks Team

Re: Chase QBO Webconnect download problem

Hello, @ibizconsult.


Thanks for bringing this matter to our attention. I want to make sure you get the most updated transactions in QuickBooks Desktop.


There is currently no reported issue from other users like you about FirstBank not downloading transactions. QuickBooks is mainly dependent on what the bank provides, please check with your financial institution to verify if they’re experiencing technical difficulties.


Since you’ve already tried downloading and importing transactions, I recommend giving our Customer Care Team a call for further assistance. They can pull up your account in a secure environment, which we are unable to do in this public forum and take a better look at this issue.


Also, they have the tools to create a ticket in case they need to conduct a further investigation about the problem. Here’s how you can 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.


Please let me know how the call goes. Leave a reply below if you need anything else, I’ll be here to help. Take care!
 

Moderator

Re: Chase QBO Webconnect download problem

Hi, allegranaples.

I want to make sure you'll be able to download your bank transactions, so let me route you in the right direction.

 

I appreciate your efforts in trying out some troubleshooting steps to resolve the issue. I'd like to check this for you and get it taken care of myself. However, I won't be able to check your account without asking for sensitive information. I don't want your account information displayed here for security reasons since Community platform is a public forum.

 

I suggest getting in touch with our QuickBooks Desktop Customer Care to have this investigated. Agents have the necessary tools, like screen-sharing to get you back up and running.

 

Our most-up-to-date contact details can be found here:

 

  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.

Let us know if any questions may arise while working in QuickBooks Desktop. We'll be here to help you out.

Not applicable

Re: Chase QBO Webconnect download problem

If i didn't have 1MM ultimate reward points with Chase I would cancel all 50 of my cards right now. This is painful especially trying to get ready for corporate taxes due 3-15. I can edit the file but still have missing transactions

Moderator

Re: Chase QBO Webconnect download problem

Hello Steve,

 

The file itself is missing the transactions. You might want to ask another file from your bank that includes the missing ones. That would be a little tedious on your part, but that's the workaround our engineers provided while they work with your bank's support to fix the issue.

 

I'd also recommend contacting our QuickBooks Customer Care Team using the steps that RoseMarjorieA provided on the earlier response. They'll cascade email notifications about the issue once it is resolved.

 

Let us know if you need anything else.

 

Not applicable

Re: Chase QBO Webconnect download problem

This is terrible. Trying to figure out what wasn't downloaded and then adding in manually.

QuickBooks Team

Re: Chase QBO Webconnect download problem

Hey there, bdecapite.


Thank you for joining this thread and letting us know that you're experiencing the same issue with Chase Bank. This isn't the kind of experience we want for you.


As mentioned by my colleagues, this has already been reported as an ongoing issue with QuickBooks Desktop and our engineers are all hands on deck working for the permanent resolution. I want to ensure your company is added to the notification list to receive email updates.


Your account's security is one of our top priorities. Since the Community is a public forum and we’re unable to gather personal details to verify your account, I recommend contacting our Technical Support Team.


Here’s how:

 

  1. In your browser, enter this link: https://help.quickbooks.intuit.com/en_US/contactus.
  2. Select QuickBooks Desktop.
  3. Choose your QuickBooks for Windows version.
  4. Select the issue/topic.
  5. Click the Get Phone Number button to see the support number.


I’ll update the post once there’s progress to the issue.


If there’s anything else I can help you with, post a comment below. Please know that I’m here to assist you further.

 

Not applicable

Re: Chase QBO Webconnect download problem

I just got off the phone with Quickbooks. They, like Chase said it would be done today. However, they have been saying that for over a week now.

 

Is there any update?

 

Also, will all transactions be uploaded once it is fixed or will I have to figure out ones that are missing?

 

QuickBooks Team

Re: Chase QBO Webconnect download problem

Hi there, @Pmurray_10.

 

Thank you for joining the thread. Allow me to help share additional information about the issue with Chase WebConnect in QuickBooks Desktop (QBDT).

 

Our banking team continues to partner with Chase to resolve the issue. They're hoping to see properly formatted QBO files available to download very soon and verified that the next update would be today (February 07, 2019).

 

I'll update this thread as soon as we receive updates from our banking team. For additional reference, you may check this article: Chase WebConnect.

 

Keep posted if you have any other banking concerns, I'll be right here to help. Have a good day ahead!

Not applicable

Re: Chase QBO Webconnect download problem

Hi - Would this problem be related to the one I am having, where QB says "nothing imported. the account is up to date." This is when I have 1000 or so transactions in the file to import. Thanks

Moderator

Re: Chase QBO Webconnect download problem

Thanks for looping in, ksjoseph.

I'd like to make sure you'll be guided to the right support.

 

As mentioned by my peers above, our Online Banking Team is aware of this issue with Chase Bank and their QBO files. I’d encourage you to contact our phone agents and have them attach your case to INV-24949, so they can add your account information to the notification list. That way, our engineers can send you updates via email when they are available.

 

As soon as an update is received, I, or another member of the Community Team, will be happy to update this thread and let everyone know so that you can get back to business.

 

You can get our most-up-to-date contact number here:

 

  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.

I appreciate your patience while this is being worked on. Please know that I'm just a post away should you need anything else. Wishing you a wonderful week ahead.

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