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April 27, 2024
Question

Chase UK bank feed set up is not showing sign in page, just Chase logo

  • April 27, 2024
  • 1 reply
  • 0 views
I have followed this article :
https://quickbooks.intuit.com/learn-support/en-uk/help-article/self-employed/connecting-chase-bank-quickbooks-online/L7YvApsZH_GB_en_GB

But at this stage "You will then be directed to the Chase app to complete the authorisation flow." it does not happen, it takes me to a screen with the Chase logo but nowhere to login

Please advise, thanks

1 reply

April 27, 2024

Sorry should have added I have tried Desktop versions of Chrome, Chrome Incognito and Edge.

Screenshot shows what I am seeing when it is meant to be going to the Chase login page. 

Then it goes back to QB and says there is a problem.

Thanks

April 27, 2024

Hi there, user Suzanne. 

 

I appreciate you sharing the steps you’ve taken to connect your bank with QuickBooks Online (QBO). I'll share some details regarding the connectivity problem. 

 

Sometimes, the connections may seem slow or stuck due to some maintenance issue on the bank’s end. As our initial fix, I'd recommend logging in to your bank’s website to check for any updates or notifications that may cause the connectivity problem. 

 

Here's how: 

 

  1. Get the URL QuickBooks uses to connect by going to Bookkeeping and selecting Transactions.
  2. Select Bank Transactions, or go to Bank Transactions.
  3. Select the Link account to get the listed URL.
  4. Search for your bank and select it.
  5. Copy the URL listed for your bank.

 

If the issue persists, I recommend contacting our Customer Care Team. They can run a remote viewing session to help identify the root cause of this matter and apply a fix.

 

Here's how to reach them:

 

1. Click the Help menu in the upper-right-hand corner.

2. Type in Talk to a human, then press Enter.

3. Select Contact Support Team.

4. Type again Talk to a human and click Contact Support Team.

5. Choose a way to connect with us.

 

In the meantime, you can manually upload them by requesting a .CSV file from your financial institution. This article provides a comprehensive guide on how to do this: Manually upload transactions into QuickBooks Online.

 

Once the transactions are in, you’ll need to categorize and match your transactions. This way, we can ensure your records are accurate. You can then proceed to reconcile them.

 

Keep me posted if you have other questions or concerns about connecting with your Chase bank. I’m more than happy to help and get this taken care of for you. Have a good one.

April 27, 2024

Access to the Chase UK accounts is via a phone app not a website (and this is working fine), can you please confirm these type of accounts can be linked to QB.

 

Thanks