Chase bank transactions not being downloaded properly on QB

I see that you've done some troubleshooting steps to isolate the issue, @Skippy101, and I appreciate you for that. 

Upon checking our database, there's an ongoing investigation concerning the missing transactions of Chase Bank. This indicates that other users are also facing similar issues. Please be assured that our product engineering team is working diligently to find a permanent solution.

For now, I recommend getting in touch with our Phone Support team so they can add you to the list of affected users. Once added, you'll receive a notification via email about the resolution. Here's how you can connect with them:

1. Go to the Help icon in the top right-hand corner.
2. Select Search, then press the Contact Us button.
3. Enter your question in the box and hit Continue.
4. Choose the best way you'll want to reach out to us.

I know how you want our support team to be available during weekends. For now, they can only accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT.

It's important to categorize your transactions accurately for proper account placement. Then, reconcile them to prevent duplicates and ensure accurate bookkeeping.

Let me know if you have further questions about your bank transactions in QuickBooks. Leave your reply below and I'll provide the necessary help.

Hi there pph2,

I understand the convenience of syncing all the bank transactions to QuickBooks. Let me route you to the Support Team that can assist you in investigating further.

There's been an ongoing report regarding the missing transactions from Chase Bank since last year. With this, I recommend reaching out to our representatives. They can add you to the list of affected users, so you get updates when they are available.

Here's how:

1. Go to the Help icon and choose Search.
2. Click the Contact Us button and enter your concern.
3. Press Continue.

Please know that our engineers are actively working to prioritize this issue. However, we're unable to give an ETA for resolution at this time. Here's an article for the operating hours so you can contact us at your convenience: QuickBooks Online Support.

See this guide to help you with the import process: Manually upload transactions into QuickBooks Online.

I'm adding some references to review downloaded bank transactions and matching them to the statement:

• Categorize online bank transactions
• Reconcile an account

Don't hesitate to post a response if you're referring to something else on the account. I'll be around. Take care!

Thanks for joining, @MaryBee1.

I wish you didn't go through this. I'm here to share information regarding how to get your missing data. 

The importing process usually fails due to incorrect mapping or formatting in your CSV file. To resolve this, I suggest checking that the data is in the correct format. Once ready, you can then upload the missing transactions manually. Let me guide you on how:
 

1. On your QBO account, go to the Banking tab.
2. Choose the blue tile for the account you want to upload the transactions into.
3. Select the Link account dropdown and then click Upload from file.
4. Click Drag and drop or select files, then select the file you downloaded from your bank. Then click on Continue.
5. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then select Continue.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you would like to import. Then select Continue.
8. Tick Yes.
9. When you accept your transactions, select Done.

For detailed steps, kindly visit: Manually upload transactions into QuickBooks Online.

Here's also an article to know more of what you can do if you don’t see your recently downloaded bank transactions in QBO: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Once everything is in order, you can visit this resource so you'll have a guide to ensure your transactions are put in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

Feel free to comment below if you have questions about manually uploading transactions to QuickBooks Online. I'm always here to help. 

Thanks for checking this issue, carlossaunders1. Let me provide you with updates about downloading transactions in QuickBooks Online (QBO).

As per checking, I've seen an ongoing investigation about downloading transactions from your bank into QuickBooks. With this, I recommend contacting our technical support so they can add you to the list of affected users. Once added, you'll receive an update via email.

Here's how to contact them:

1. Log in to your QBO company.
2. Click Help.
3. Select Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

Our support hours for Plus, Essentials, and Simple Start are Monday - Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT Advanced, any time, any day.

Also, you can refer to this article to learn how to reconcile your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

In addition, you can check this article to know how to get started with Memorized Reports: Memorize reports in QuickBooks Online.

I'll be around in the comment section if you have other questions about downloading banking transactions or other QuickBooks-related concerns. We're always here to help.