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CC_
Level 1

Is anyone else experiencing problems with Chase accounts overlapping in banking transactions?

The week it started bugging out for our firm, we decided to double check that the charges were categorized. If it was categorized, we excluded the duplicated charges. Once that was done, it seems to import all other transactions smoothly. We haven't had an issue since. I hope this helps. 

philril
Level 1

Is anyone else experiencing problems with Chase accounts overlapping in banking transactions?

i'm also having problems with chase online checking and quickbooks online, however not with overlapping transactions, but rather with omitting transactions? Has this happened to anyone else? I probably would never have noticed except I searched my QB transactions for a particularly large payment I made to have my work truck worked on and when I couldn't find it, I noticed that there was a large gap in transaction dates of  20 + days which I knew was not accurate as I use that card multiple times  daily. So I promptly logged into my Chase account and downloaded the statement for that period and sure enough there was about 20 transactions listed on my Chase monthly statement that did not get automatically transferred to my QB online, and these transactions were in the middle of the statement period, meaning QB had transactions listed both before and after the missing dates that were all part of the same statement period from my bank? I additionally found more missing transactions over a shorter gap in missing dates of about 7 days on the following month's statement? Wtf is up with that?

ErwinQ
QuickBooks Team

Is anyone else experiencing problems with Chase accounts overlapping in banking transactions?

Hello there, @philril. I know the importance of retrieving your missing transaction you're experiencing from your bank to QuickBooks Online.

 

As per checking, I've found an ongoing investigation (INV-105745) regarding the missing transaction using Chase Bank.

 

I recommend reaching out to our QuickBooks Online support team to be added to the list of affected users and to receive email updates about the missing transactions.

 

  1. Log in to your QBO company.
  2. Select Help (?).
  3. Click Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT.

 

In the meantime,  I suggest importing your transactions manually. This way, you can return to business with all the data you want to reflect from your account.

 

To do that, follow these steps:

 

  1. Go to Transactions, then select Bank Transactions.
  2. Click Upload transactions.
  3. Choose Drag and drop or select files, then click on the file you downloaded from your bank. Then tap Continue.
  4. In the QuickBooks account ▼  dropdown, select the account you want to upload the transactions into. Then select Continue.
  5. Follow the steps to match the columns on the file with the correct fields in QuickBooks. Then tap Continue.
  6. Choose the transactions you would like to import. Then click on Continue.
  7. Tap Yes, then Done.

 

Once fixed, the transactions that are currently missing will be downloaded. Afterward, you'll need to review and exclude duplicates since you also imported them manually.

 

You can check this out for a more detailed guide: Manually upload transactions into QuickBooks Online.

 

Furthermore, I've included this reference to monitor your entries and ensure the correct balance: Reconcile an account in QuickBooks Online.

 

Let me know in the comment section below, if you have concerns about your transactions in QBO. I'll be available to provide the necessary assistance.

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