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Chrissybrit77
October 6, 2022
Question

Chase - downloading transactions

  • October 6, 2022
  • 1 reply
  • 0 views

10-06-22

I've not been able to download credit card transactions from Chase. I called Chase and they said transactions can only be downloaded directly from their website (not using QB). I have the file downloaded (QBO) and ready to upload into QB, however, when trying to import using Web Connect it brings up some of my accounts but not the Chase account. What am I doing wrong?

 

1 reply

M
Mark_R
October 9, 2022

Hello there, @Chrissybrit77.

 

Let's get your Chase bank transactions imported into your QuickBooks Desktop company file so you can get back to business.

 

Since your Chase bank account isn't listed from the drop-down when importing your bank transactions, you'll need to create an account. To do so, you can simply click the Create New Account from the drop-down.

 

Once done, you can continue importing your bank transactions into your QuickBooks Desktop company file. Feel free to check out this article for more guidance: Connect with Web Connect (.QBO) files.

 

After you've successfully imported the transactions, you can now add and match them. Then, reconcile your bank account when you're ready. This will help make sure your QuickBooks transactions match your real-life bank statement.

 

Our Community forum is always open to help you again if you need more assistance managing your bank transactions. Have a good one!

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Chrissybrit77Author
October 10, 2022

Thank you!!!

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