Chase how to download quickbooks file






















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. You might want to check with Chase to verify. Here's how to contact support: 1. Choose your QuickBooks Product. Select your QuickBooks version. On the Contact Us page, click a topic. 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. Take care and have a great day! 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! Hi there, lrush. 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. 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.

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. 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. 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. I've had the problem as well - rec'd the "QB unable to validate Financial Institution 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.

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. 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.

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. Please let me know how the call goes.

Take care! 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. Agents have the necessary tools, like screen-sharing to get you back up and running. Let us know if you have other concerns about QuickBooks.

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Chase does not support online printing of personal or. Our Products include manual and software compatible business checks, deposit slips, business laser checks, deposit bags, tax forms, self-ink stamps and other accessories. It's possible that you're using one of this file. You'll also want to contact your financial institution and ask for the other file types that they offer. Then, please try uploading it to QuickBooks Online once more.

I'd appreciate if you can update me on how it goes. I'm here to help you upload the bank transactions. Have a great week. That's the reason why you're getting this error message when attempting to upload the file. And you can upload your checking account via QBO file but not your credit card account.

So as usual quickbooks again does not know what the are doing. When is quickbooks going to get their act together and fix this issue? I get this reply from quickbooks; Currently, the. Was able to do both until a few weeks ago. Therefore chase IS compatible with quickbooks online or else I would not be able to upload my checking account.

Is quickbooks going to fix this issue or not? Our engineers are currently working with Chase to resolve the error when importing. QBO files. In the meantime, you can download or convert your file as.

CSV so you can import it while the issue is being worked on. I will revisit this thread and share updates as soon as this is resolved.



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