Chase Bank Feed

I understand the importance of connecting your bank account to QuickBooks and having an accountant working with you, @ndamo. I’m here to share some information that can help you fix this issue.  

If your accountant is not using the accountant version, you both should have the same version of QuickBooks Desktop. If not, the accountant must have the more recent version than the client. For example:

Client (You): QuickBooks Desktop Enterprise 2019
Accountant: QuickBooks Desktop Enterprise Accountant Edition 2019 or 2020

Please know that you can set up multi-user mode if your accountant is in the same building as you are. You'll need an additional license for your accountant so that you both can work on the same file simultaneously. If not, you can offer a hosting service to allow your accountant to access the file remotely.

Feel free to read these articles as your reference:

• Set up and install a multi-user network for QuickBooks Desktop
• Hosting your company data in multi-user mode in QuickBooks Desktop

If you need to run reports and customize them in QuickBooks Desktop, you can check these links:

• Customize company and financial reports
• Customize reports in QuickBooks Desktop

Leave a comment again here if you need more help in setting up your QuickBooks Desktop file. Take care always!