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M
monguila1
July 13, 2018
Question

Downloading transactions from Chase

  • July 13, 2018
  • 1 reply
  • 0 views

When downloading transaction from Chase into QB, the Chase site is extremely slow.  In addition, the first time I perform the download procedure it does not work.  I always have to perform it a second time, to get the transactions into QB.  Only having this issues with Chase.

 

Any ideas?

 

Thanks,

Luis

 

    1 reply

    J
    JamesDuanT
    July 16, 2018

    Hello Luis,

     

    We haven't received any issues regarding the bank transactions from Chase. You might need to check with them to see if they have an on going website maintenance. This will help us verify what causes the issue.

     

    Otherwise, you'll need to do the manual update to get your bank transactions downloaded to QuickBooks Online.

     

    You can also use a Web Connect file as an alternative to get your bank transactions.

     

    Let me know if you encounter any errors, or if you need anything.

     

     

    M
    monguila1Author
    July 16, 2018

    Hello.

     

    This issue has been going on for a long time with Chase.  Are there any browser setting that are generally required for the financial institutions' interfaces to work properly?  My default browser is Chrome.

     

    Thanks,

    Luis

    J
    JamesDuanT
    July 17, 2018

    Thanks for getting back, Luis.

     

    QuickBooks Online doesn't have a specific browser requirements or set up to work with the Online Banking feature. It might be your financial institution is trying to verify your request to download your transactions when you first click the Update button. Thus, needing to click it again to successfully download the transactions.

     

    You can also try checking the condition of your browser to make sure we get rid of any cache and browser related issues. You can use this link to do it: Browser Health Checkup.

     

    Again, I'd recommend reaching out to your financial institution. This to verify if they have added a new security feature when accessing your bank transactions.

     

    Fill me in when you get a chance.

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