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A
adrian-line
May 30, 2022
Question

I'm wanting to link a Chase savings bank account with QB but it asks me for a username & password. The account i have doesnt have these, is there another to link them?

  • May 30, 2022
  • 2 replies
  • 0 views
The Account is a Chase Bank Savings Account and is App based only

2 replies

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CharleneMaeF
May 30, 2022

It's my priority to ensure you can link your Chase Savings bank account, adrian-line.

 

QuickBooks will automatically ask for your credentials when you connect your bank account. You can reach out to your financial institution to verify the details.

 

Also, make sure that you've selected the Chase Savings bank account. This way, you can successfully connect it. Here's how:

  1. Go to Bookkeeping, then select Transactions.
  2. Select Bank transactions, then choose Add account.
  3. Enter the name of your financial institution. When it appears, select it.
  4. Select the link to go to your bank's website. This opens a new window.
  5. Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
  6. If you can access everything, sign out of the financial institution's website.
  7. Go back and continue to add the account in QuickBooks Online.
  8. Continue to add the account to QuickBooks Online.

 

If you're unable to see the account's name on the list, I'd recommend adding the bank's URL. 

 

In case you're still unable to find the correct account, you can request support from your bank to connect it. I'll show you how:

  1. From Transactions, then select Bank transactions.
  2. Select Add account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you'll get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you'll be presented with helpful tips to try and locate your bank account.
  4. If the issue persists, select Request support for your bank.
  5. Enter your bank's URL in the field provided, then select Request.

 

For more details, please see this article: Find your bank or credit card account when you connect to online banking.

 

You can also check out this article to learn more about connecting your bank: Understanding if you can Connect your Bank Feeds to Open Banking.

 

Additionally, I've added this article that'll guide you in adding your bank transactions to the correct accounts. This keeps your books accurate: Categorise and Match Online Bank Transactions in QuickBooks Online.

 

Feel free to click the Reply button if you have other banking-related questions. I’m just a few posts away.

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BeeHappy
June 30, 2023

I am having the same problem and have requested that QB works with Chase UK to resolve this but as it is now June 2023 and this original post is May 2022 I am not hopeful.

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emmam6
June 30, 2023

Hello Beehappy, we have looked into this and currently Chase bank is not available on open banking in the UK version of QuickBooks. We do see that there has been interest from another user in having this bank as an automatic connection option. We will pass on your comments to our banking engineers in the head office, the more requests we get the better, it can also be down to the bank and the open banking connection being workable between both parties. Currently it would be a case of uploading a CSV of downloaded bank transactions into QuickBooks for that bank, we appreciate that is not ideal.

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usersuzanneflux
December 13, 2023

Hi, just wondering if there's an update on this yet please.

I checked in QB online that Chase was on the list of banks that could be added as a bank feed before I opened an account.

After opening an account with Chase they aren't providing a username and password so I can't link the account in QB.  There is only app access.

Is it likely that the app access login will be added to QB soon please?

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Kurt_M
December 13, 2023

Hi there, Suzanne. We'll share insights to help you get through this situation and connect your Chase Bank to your QuickBooks Online (QBO) company.

 

When connecting a bank to QBO, know it requires you to access your bank's website, username, and password for security purposes. Your bank will be the one to check for permission to continue the process. You can visit this article for further guidelines: Connect bank and credit card accounts to QuickBooks Online.

Since the bank you used allows only access through the app and doesn't provide the username or password key, you'll want to contact the Chase Bank Support Team. This way, they can give you an alternative way to connect it to your QBO company and have your transactions flow inside the program.

 

We're adding these articles to help you handle bank transactions, and reconcile an account inside your company:

 

 

We appreciate you dropping by here in the Community space, Suzanne. Please feel free to inform us if you need further assistance managing bank connections inside QuickBooks. We'll be here to help you anytime. Have a good one.

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usersuzanneflux
December 13, 2023

Hello, Chase customer support gave no solution to the issue and have asked if QB have a work around for the Chase UK customers. 

There are only username and password for the US logins.

Also they can't provide csv downloads, only pdfs.

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