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August 10, 2022
Question

Does anyone have problems importing older trans into version online self employed from Chase Bank since Chase Bank only downloads excel csv files vs only csv files?

  • August 10, 2022
  • 2 replies
  • 0 views
Regarding importing older transactions into version QB online self employed, Chase Bank will only download files via excel csv format vs only csv format; therefore, I havent been able to import items. Please advise. Thank you

2 replies

August 10, 2022

I'll help you import your bank transactions, nissrdflxx-aol-c.

 

Since you're unable to import the bank transactions, I'd recommend downloading them again. Make sure the data is using the CSV format. 

 

Here's how:

 

  1. Sign in to the Chase website.
  2. Follow the steps to download your transactions as a CSV file. 
  3. Set the date correct range.
  4. Follow the on-screen instructions to finish the download.

 

Once done, import the transactions again.

 

If the issue persists, I'd suggest contacting the Chase Support Team. They're equipped with tools to investigate the cause of this.

 

I've also added this article that'll help you review downloaded bank and credit card transactions and put them in the correct accounts: Categorize Transactions.

 

Please keep us posted if you have additional questions about the process. I'm always here to help you out.

Fiat Lux - ASIA
August 11, 2022

@nissrdflxx-aol-c 

Another option, utilize the trial version for csv2qbo converter as a workaround.

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