Skip to main content
June 7, 2023
Solved

Chase bank no longer works with Quickbooks online

  • June 7, 2023
  • 3 replies
  • 0 views
Chase Bank can no connect to QuickBooks online, anyone else experiencing this?
Best answer by Fiat Lux - ASIA

@Ricetub 

Try opening your QBO account on any private/incognito browser. If the same error persists, use MT Online or one of the converter tools (e.g csv2qbo) as a workaround.

https://www.moneythumb.com/?ref=110

 

3 replies

June 7, 2023

Hello there.

 

We aim to provide an accurate resolution to our customers to help them resolve their queries. That said, could you tell me more about your issue? Have you encountered errors when connecting Chase Bank to QuickBooks Online? This way, I can provide the proper troubleshooting to get you out of your current situation.

I appreciate any details you can provide. I'm looking forward to your reply.

September 12, 2023

I am also having this problem establishing a new connection with Chase Bank. We are able to connect to the savings account, just not the checking account. When we establish the connection, it shows two accounts able to connect, but the next step, "making the connection" only shows the savings account. Also, on the screen where QB asks which account to connect to, there are check marks, both are checked and I cannot uncheck either one, or any of the check boxes for that matter.

 

We have tried incognito, different browsers, clearing cookies, restarting, etc. We do get a message from Chase that the connection is established, just not all of the connections we need!

 

Tech support confirms this issue.

November 30, 2023

Same.  QB is a hot pile of garbage. Seriously, my spreadsheets were easier and didn't cost anything.

Fiat Lux - ASIA
June 7, 2023

@Ricetub 

Try opening your QBO account on any private/incognito browser. If the same error persists, use MT Online or one of the converter tools (e.g csv2qbo) as a workaround.

https://www.moneythumb.com/?ref=110

 

RicetubAuthor
June 7, 2023

This solution worked! I basically disconnected the bank link and reconnected Chase.com under Firefox browser and it worked. Thanks much!

June 28, 2023

How did you open in another browser?  I open quickbooks from the app,

August 27, 2024

My feed from Chase broke the account into two accounts in quickbooks and for some reason I can't find some of the expenses even if I manually put them in, should I merge them together? They both show different expenses in them and when I go to reconcile they both have the correct starting balances.

August 27, 2024

Thanks for dropping by this thread, beckie05. You can merge the accounts to handle your situation accordingly. I'll go into details to help you out.

 

Before merging, ensure there are no duplicate transactions to keep an accurate record after merging the accounts. You can refer to your bank statement to examine for duplications.

 

Moving on, you'll need to double-check and have an identical Account NameAccount Type, and Detail Type for both accounts to merge. We can proceed by following these steps:

 

  1. Go to the Gear icon and then Chart of accounts.
  2. Locate the account you want to keep and click the dropdown arrow under the Action column.
  3. Pick Edit and take note of its Account Name, Account Type, and Detail Type.
  4. You'll also need to review if it's a sub-account or parent account. If it's a sub-account, take note of its parent account.

 

Once you have all the needed details, let's merge the accounts by navigating to the one you don't want to keep:

 

  1. Kindly go back to the Chart of accounts and look for the account you don't want to keep.
  2. Click the dropdown arrow under the Action column and select Edit.
  3. Modify the Account name and Detail Type fields so their information matches the account you want to keep. It's also important to know that:
    • If the accounts you're merging are both parent accounts, ensure they don't have sub-accounts linked to them.
    • If both accounts are subaccounts, ensure they have the same parent account.
    • If only one account is a subaccount, edit its Account Type to match the other account's (parent account) type. Doing so makes it a parent account.
  4. Once done, hit Save, then Yes, merge accounts to finish the process.

 

For additional reference about merging accounts, please review this link: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

 

Finally, it's essential to reconcile your account regularly to ensure your QuickBooks data matches your bank or credit card statements.

 

I'll keep this thread open should you have more queries regarding your accounts and the merging process. Just hit the Reply button so I can get back to assist you promptly.