How to download qbo file from chase

Just go through this blog. Following the below-mentioned procedure would help you resolve errors when you are not able to Download Chase Credit Card transactions to QuickBooks-. In the above discussion, we have shown you how to Download chase credit card transactions. This is an excellent feature with the help of which you can establish a direct connection with your bank.

You can use the information thus received to reconcile your accounts and streamline your finances effortlessly. If you face any issues, feel free to get back to us. Save my name, email, and website in this browser for the next time I comment. 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 any questions may arise while working in QuickBooks Desktop. We'll be here to help you out. 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 I can edit the file but still have missing transactions. 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. They'll cascade email notifications about the issue once it is resolved. 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. 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. Also, will all transactions be uploaded once it is fixed or will I have to figure out ones that are missing?

Thank you for joining the thread. 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, 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! Hi - Would this problem be related to the one I am having, where QB says "nothing imported.