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Pdist
September 26, 2022
Question

Side-by-Side mode for downloading Chase into QB Desktop

  • September 26, 2022
  • 1 reply
  • 0 views

Hello:
Chase Bank (& others) has added an extra level of protection.  I just went through the steps to reconfigure and allow QB permission to access the New Chase transaction. 
When I first attempted to download my transactions (by clicking the "Send & Receive" Button), I received a notice stating that my current mode (Classic)  no longer works & I must switch to "Side-by-Side" mode.  The problem is, there is NO Side-by-Side mode - the other two modes available are "Advance" & "Express".  Even the (Awesome) Lady at QB SUPPORT was confused.  She didn't know of a "Side-by-Side" mode.  I'm assuming I'm not the only person using Desktop with this problem & was hoping others figured out what to do.
NOTE: I tried both the "Advance" & "Express" Mode and, while I was able to download & match my transactions, the balance QB shows I have in Chase is NOT the same balance of my matched transactions.  QB shows me Chase's current balance - which INCLUDES Today's  "pending" transactions (which QB has not download - since they haven't been posted).  It was never this way before.  Formerly, QB would show me Chase's balance of the posts transactions only - the ones I downloaded - which made it possible for me to do a daily "reconciliation" to ensure my account matches with the bank. Now I can't.

    1 reply

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    Giovann_G
    September 26, 2022

    Thank you for posting in the Community space, Pdist.

     

    We've updated the bank feeds to provide a more secure and convenient banking experience. Due to these updates, you'll need to reconnect your account to continue using the online banking service. Since Chase has discontinued the classic mode, you must use the new Express web connect option.

     

    The side-by-side mode isn't an option that's why you only see Advance and Express mode. The Express web connect is a one-way connection from your Chase bank; you only need to connect once, and QuickBooks will download the transaction as soon as it becomes available.

     

    The QuickBooks system is dependent on the information shared by the financial institution. We're currently unable to control the balance displayed from your Chase account. I recommend contacting your financial institution since changes to their system may be required.

     

    In the meantime, you can either reconcile your account once the pending transaction has been posted or exclude the amount of the pending transaction when reconciling your account on a daily basis. Refer to this article for a complete guide in doing reconciliation: Reconcile an account in QuickBooks Desktop.

     

    In addition, I've added this resource if you run into problems while reconciling your account: Fix issues when you're reconciling in QuickBooks Desktop.

     

    If you need anything else, let me know. I'll be around to help you.

    D
    dudeman93
    October 4, 2022

    Would be helpful if either original poster or the Quickbooks response team provide details where to change this setting mentioned here:

    The problem is, there is NO Side-by-Side mode - the other two modes available are "Advance" & "Express".

    Can someone please specify where to change this setting?


    Also the Quickbooks response did not address the issue that the error message is confusing, will this be fixed?

     

    thank you

     

    D
    DebSheenD
    October 4, 2022

    Hello there, dudeman93.

     

    I'm here to help you download bank transactions to QuickBooks.

    I understand how convenient to have the side-by-side mode in QuickBooks Desktop (QBDT). However, that option is unavailable.

     

    For now, you can choose Express and Advanced mode to connect your bank transactions to QuickBooks. I'd encourage directly sending feedback to our Product Development. We always track the requests that we receive from our customers and consider them when prioritizing feature development. 

    Here's how:
     

    1. Go to the Help menu.
    2. Choose Send Feedback Online.
    3. Select Product Suggestion.
    4. Click the Type of Feedback drop-down menu, then choose Product Suggestion.
    5. Select the Product Area, then enter your thoughts and suggestions.
    6. Once done, click Send Feedback.
       

    If you need a reference for completing your other tasks or answers to frequently asked questions, you can browse a topic from Help Article page.

     

    I'm always here if you need any clarification about the features related to downloading bank transactions. Let me know by leaving a comment below.

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