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R
RaggedyPeg
September 27, 2022
Question

Online Banking with Chase Bank (ALL) new does not bring in more than one accounts transactions.

  • September 27, 2022
  • 4 replies
  • 0 views

I was successful getting all my Chase accounts redone with the new Chase Bank (All) feed, but now I cannot retrieve all the account activity together.  I have to go through them one by one which is very time consuming.   Is there a fix for this?  I have 5 bank accounts and 12 credit card accounts that have several transactions a day.  There used to be a button on the upper right corner that would bring in all transactions for all the Chase accounts but it is no longer there.  I am using QuickBooks Desktop Pro Plus 2022.

    4 replies

    T
    TirzahC
    September 27, 2022

    I'd like to share with you the solutions to this missing bank transactions, RaggedyPeg.

     

    First, let's manually updating the bank account. This forces to view the transactions and refreshes the connection between the bank and QuickBooks Desktop. Here's how:

     

    1. In your QuickBooks Desktop account go to the Banking menu.
    2. Select Bank Feeds.
    3. Click the Bank Feeds Center.
    4. Select the Chase account and click the Refresh icon a couple of times every after 2 minutes.

     

    If the issue continues to occur, we need ensure to update our QuickBooks Desktop software is in its latest release. This guarantees you have the most recent features and fixes and let's perform verify and rebuild to isolate any possible data damage or corrupted data.

     

    To Verify:

     

    1. Go to the File menu and select Utilities.
    2. Select Verify Data, then select OK to close all windows.
    3. Once you’ve verified your data, you can rebuild your company file to fix any errors or data damage that's found.

     

    To Rebuild:

     

    1. Go back to the File menu and select Utilities.
    2. Select Rebuild Data, then select OK to close all windows.

     

    We can also see this article for the complete process: Verify and Rebuild Data in QuickBooks Desktop.

     

    Lastly, let's change the display settings in QuickBooks from your Windows settings or adjust the view preferences in QuickBooks Desktop (QBDT) from company preferences. It will resolve any display issues might you have.

     

    Here's how to change display settings in QuickBooks:

     

    1. Close your QBDT and go to your Windows Start menu.
    2. Find your QBDT and then right-click the QuickBooks icon and select Open file location.
    3. In the folder, right-click the QuickBooks.exe file and select Properties.
    4. Go to the Compatibility tab and select the Disable display scaling on high DPI settings checkbox. You can also select Change high DPI settings and then Override high DPI scaling behavior.
    5. Click on Apply and then OK.

     

    We can follow the steps outlined in the following article if you're not still satisfied with your display and view preferences: Fix screen issues in QuickBooks Desktop.

     

    I've got a link here that provides you with articles about managing your bank transactions: Find help with bank feeds and reconciling accounts.

     

    Please update me on how this troubleshooting works by clicking the Reply button below. I want to make sure you're able to view your banking transaction. 

    R
    RaggedyPegAuthor
    September 27, 2022

    Thank you for your quick response, however you completely misunderstand my problem.

    All the transactions come through fine, I just have to retrieve each one separately.  Maybe you can re-read my post?

      katherinejoyceO
      katherinejoyceO
      September 27, 2022

      Thanks for the clarifications, @RaggedyPeg. I understand how you want to retrieve all the bank account activity simultaneously to save time.

       

      While this option is currently unavailable, I've let our engineers know about your desire to put your idea into consideration for future updates. 

       

      You may also do the same by sending feedback to our developer. Here's how:

       

      1. Click the Help menu at the top and select Send Feedback Online.
      2. Choose Product Suggestion and enter the details.
      3. Click Send Feedback.

       

      You can also enter your suggestions directly to our QuickBooks Feedback form link. Please know that all our suggested plans are subject to further study. 

       

      I'm also adding this link to learn more about viewing and managing your bank transactions in QuickBooks Desktop.

       

      Keep in touch if you have any banking follow-up questions. I'll be up here to help you right away.

      C
      cmalbarado
      October 3, 2022

      I am having the same issue.  I have one bank account and 15 credit cards and it is extremely frustrating to have to refresh each account individually.

       

      I am also have issues with the bank feeds downloading the same transactions multiple times.  Are you seeing this issue as well?  I have to assume this was a feature pushed by Chase and not QuickBooks but I absolutely hate it.  The bank feeds used to work perfectly and now I'm ready to cancel the entire service because even with the large volume of transactions we have, it might be faster than dealing with these duplicate downloads.

        A
        alarriva
        October 15, 2022

        It's not clear to me that Advanced Bank Fees is an upgrade.

        It's clearly much slower than using the prior Bank Feeds.

        There are some improved features, but the downloads from Chase are tedious.

         

        I was generally happy with the prior setup, and I believe that this is taking consdierably longer with Advanced Bank Fees.  Also, just to keep complaining -- too much of Advanced Bank Feeds has to be done with a mouse -- that's not a good way to go through life.

        P
        Pete_Mc
        November 11, 2022

        Did you ever resolve your issue with the Chase Accts after their change?

        I'm working with a similar issue and QBs support has been less than helpful.

        C
        cmalbarado
        November 11, 2022
        I did not. I have started just downloading the activity directly from Chase Connect and uploading it into QuickBooks. It does allow you to download the transactions as a QBO file. When you upload it to QuickBooks, they put it in the bank feeds and you can approve transactions like the old bank feeds. The downside is that I have 15 individual credit card users and I have to download and upload each card individually. It takes longer than before, but works much better than the new bank feeds.
        D
        drichweb
        December 28, 2022

        By downloading the QBO files did that also solve the problem of the transactions reappearing after they've been matched, or do you still get duplicate transactions?   

        B
        BJJPatriot
        March 14, 2023

        I am having the same problem. Please fix this Quickbooks and Chase

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