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M
mberwin
January 26, 2019
Question

Chase QBO Webconnect download problem

  • January 26, 2019
  • 38 replies
  • 27 views

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. 

 

    38 replies

    B
    bovoc
    January 27, 2019

    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.

      Kristine Mae
      Kristine MaeModerator
      Moderator
      January 27, 2019

      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.

      I
      ibizconsult
      January 28, 2019

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

      B
      bovoc
      January 28, 2019

      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.

        Angelyn_T
        Angelyn_TModerator
        Moderator
        January 28, 2019

        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!

        E
        ekleefisch
        January 28, 2019

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

         

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

         

         

        M
        Mark H11
        January 30, 2019

        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.

        K
        KhimG
        Level 7
        January 30, 2019

        Hello, @Mark H11.


        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!

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