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Anonymous
Not applicable

I see no chase bank data in QB. When I try to connect my chase acct, the wizard says they're already linked, but the links don't appear in QB or chase. what should I do?

I'm using QB self employed, and this has been a problem for several months.

2 Comments 2
jamesjdt
Moderator

I see no chase bank data in QB. When I try to connect my chase acct, the wizard says they're already linked, but the links don't appear in QB or chase. what should I do?

Hi Kate,

 

I completely recognize the inconvenience of not seeing your Chase Bank data in QuickBooks after dealing with this for months. Let’s work together to resolve the connection issue and get things running smoothly.

 

Did you receive any error messages when retrieving your bank transactions? Knowing this will help us identify the possible causes behind the issue.  

 

In the meantime, it’s possible that the connected Chase Bank account is hidden, especially since the system indicates the account is already linked. While the account remains connected, its transactions are hidden from the Transactions page. Here's how you can make them reappear:

 

  1. On  the Transactions page, click the Settings (gear icon) in the upper-right corner.
  2. Select Manage accounts under the TRANSACTIONS section.
  3. Enable or turn on the connected Chase Bank account.

 

Once done, return to the Transactions page. The bank transactions should now reappear and can be recategorized as needed.

 

Feel free to reach out if you need any further assistance. We're here to help.

jamesjdt
Moderator

I see no chase bank data in QB. When I try to connect my chase acct, the wizard says they're already linked, but the links don't appear in QB or chase. what should I do?

Hi @Anonymous,


I just wanted to follow up to check if the resolution we provided helped resolve your issue.


Please let us know if everything is now working as expected or if you're still experiencing any problems.


We'll be glad to assist further if needed.

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