connecting our [bank account/ credit card] (CHASE) to QuickBooks. Error message: 'Ask the bank account owner do it for you.(357)'

I appreciate you letting us know about the error "Ask the bank account owner to do it for you. (357)" you're encountering while attempting to connect your Chase Bank account in QuickBooks Online, Tim187. I’m here to help you understand and resolve the error.

The error message occurs when the user trying to connect the bank account or credit card does not have the necessary permissions or full access required by Chase to establish this connection. This restriction is in place to ensure the security and integrity of your sensitive financial data.

This issue arises when the person attempting to link the account in QuickBooks is not recognized by the bank as an authorized user or account owner.

Here’s how we can resolve this issue:

1. Verify Permissions: Ensure that the individual connecting the account possesses the required access rights and is officially recognized as an account owner or authorized user by Chase.
2. Authorized User Action: If you are not the primary owner or an authorized user of the Chase account, please ask the account owner to complete the connection, as indicated by the error message. Alternatively, they can grant you the necessary permissions within the online banking portal so that you can complete the connection yourself.
3. Check QuickBooks User Role: Double-check that your QuickBooks user role includes the necessary permissions to connect bank accounts. You can review and update your user permissions within the QuickBooks settings.

Furthermore, you can explore these resources to manage your bank transactions accurately once it's successfully connected:

• Match online bank transactions in QuickBooks Online
• Categorize online bank transactions in QuickBooks Online

Thank you for sharing your concern, Tim187. Please keep us updated on your progress, and don't hesitate to reach out if you need anything else because your experience matters to us.