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

Yes.  Transactions showing on the wrong cards, multiple cards, etc.  It's a mess.  Started last week.

Have you been able to talk to anyone at quickbooks about what the problem is?  Its almost impossible to get someone who can actually help?

Have you actually been able to talk to anyone at QB about this and what they are doing about it?  It always feels impossible to get a person who can help.

Yes, it happened to me as well, but not using QuickBooks.

I have a business CC from Chase that I use for personal use but I track it in Quicken. All of the cards on the account each had all of the account's transactions downloaded to it - including many transactions that had already been downloaded, just like you describe.

Since it is happening with Quicken as well, I think it's a Chase issue and not QuickBooks.

I can see the relevance of getting timely assistance whenever you need it, Lynn and @Jhopper. At the moment, we haven't received any reports of Chase accounts overlapping banking transactions.

QuickBooks Online is only dependent on the information shared by your bank. Thus, every detail during the download process relies on what the Chase account shares.

Since both of you are experiencing this issue, including BigRedConsulting, I recommend contacting your financial institution to enquire about this occurrence. They may be performing system maintenance which has caused transactions to overlap.

If their program functions properly and no updates are running, it’s best to contact our support team for assistance. They can provide a specific resolution to fix the issue as quickly as possible.

Here's how:

1. Sign in to your QuickBooks Online account.
2. Go to the Help (?) menu.
3. Select the Search tab, then click Contact Us.
4. Enter your brief concern in the field.
5. Tap Continue.
6. Click the Chat or Callback option.

Once your bank transactions are downloaded accurately in QuickBooks, you can categorize them immediately to ensure smooth reconciliation.

If you have other banking concerns, simply add comments below. I’ll be here anytime to help, Lynn and @Jhopper.

Hello Madelyn and thank you for your reply.  I just checked again and there is an alert:

"We're working with Chase Bank to fix your connection. You'll see an alert here as soon as there's an update.

It seems like you've faced significant challenges in resolving the issues with your bank connection, Lynn. Your feelings of frustration and confusion are completely understandable, and I recognize the importance of having a smooth process for your banking activities.

I also understand the urgency and the impact of this situation on your Chase accounts. It would be advisable to reach out to our Live Support Team, as they have the necessary tools to launch a screen-sharing session, review your account and investigate the root cause of this issue. You can follow the steps provided by my colleague earlier. 

You'll want to manually import your transactions in QuickBooks Online. You can refer to this article: Manually upload transactions into QuickBooks Online.

Your satisfaction is a priority for us, and we are committed to getting things sorted out. If you require further assistance or have additional QuickBooks-related concerns, kindly leave a comment below. I'm here around the clock to assist you.

again thank you for a reply - I do understand that this is a standard attempt to help and it is what you start with.  But I think for many of us who have been with QB for a long time, it isn't helpful.  Problems occur - that is to be expected.  We know sometimes tech teams need to come in to fix the problems. The problem is communication from customer service. I have already done all of these things suggested.  I know how to manually load transactions when problems occur. I have had to spend hours doing this when the QB system breaks down.  But that is why we pay for QB - to do this for us.  We shouldn't have to go in and manually import tons of transactions when that is the service we are paying for.  The "root of the issue" is not anything that I can solve through a screen sharing session.  I have done enough screen sharing sessions to know this.  This is a problem that QB has to solve.  

What I am asking for is communication about what QB is doing to solve the issue since it is nothing I can do?

That is where the communication breakdowns happen.

Yes, I have the same problem with two of my clients, one uses QBO and the other uses QBD. 

Well over 100 duplicate transactions were imported. 

I am experiencing the same issue, we have 4 credit cards under 1 parent account and the transactions are overlapping in all of the accounts.  It is frustrating!

Yes, it's a huge mess, transactions posted to the wrong cards

Thank you everyone for your input.  I am wondering if someone from Quickbooks can now respond with an update:  What is quickbooks doing to resolve this issue and what is the status of the issue?  Two QB customer services reps have chimed in on this thread - can either of you or another QB employee offer an update?

I can share some information about adding credit card accounts in QuickBooks Online, @lynnmacdougall. 

The transactions displayed in your QuickBooks Online (QBO) account are dependent on how your bank shares them with us. To avoid duplicate transactions with your credit card account, you should only connect the parent account if all the transactions are downloading to one account. However, if the transactions are downloading to individual accounts, it is best to connect the sub-accounts and not the parent account. Here's more information about connecting your credit card accounts in QBO:

• Bank or credit card subaccount setup
• Connecting bank and credit card accounts to QuickBooks Online

In the meantime, you can exclude those duplicate transactions:

1. Go to Transactions and select Bank transactions.
2. Select the For Review tab and click the checkbox of the transactions to exclude.
3. Click on Exclude.

Here's a detailed guidance with excluding a bank transaction you downloaded into QuickBooks Online. 

Once resolved, make sure to reconcile your accounts to always match your bank and credit card statements.

I'm always here if you need further help or information about handling your credit card transactions in QBO. Keep safe, and have a wonderful day!

Thank you for your reply. Sadly that is not the problem.  All of us have added our credit cards correctly and according the protocol below and everything has been loading fine.  Then suddenly last week the QB system of loading the transactions crashed.  If you read through the comments you will see this. I definitely know how to exclude - as I have to do this every time this happens -and have begun the clean up process.  This is not the question nor the solution.

What I am asking is for an update on what QB and Chase are doing to resolve the issue?  This is a problem in the QB system - it is not user/customer error.  I am asking you or another administrator to update your paying customers on what QB is doing to fix the problem?

I am also experiencing this issue. Transactions were categorized. Only one parent account connected, however it shows up duplicate transactions on the wrong card. I also received that QB is working with Chase on the connection since Dec 10 but no update since. 

I can imagine the hurdle you've been through when trying to fix this issue with the Chase bank transactions, @CC_.

I'd like to route you to the right support available to help you sort this out and get back to business in no time.

Since you've also encountered the same issue, I recommend contacting our Customer Support Team so they can have a screen-sharing session and investigate this matter further. This way, they can guide you through the possible fix. 

Here's how you can reach out to them: 

1. From the Search tab, click Contact Us.
2. Enter your question and select Continue.
3. Review and Select from the following: Have us call you or Chat with us.

Once settled, you'll want to check out this article that can aid you in organizing your transactions: Categorize and match online bank transactions in QuickBooks Online.

I'm still all ears if you need further assistance with your bank connection and transactions. Just add your reply below, and I'm here to help and address your concern right away.

UNBELIEVABLE. I know you all are trying to do your job but all four posts by the QB team have simply repeated each other and offered help that all of us have already tried and don't need and won't help and QB obviously isn't reading this thread. Is there a supervisor who can respond to this? Or maybe these are just robotic answers?  

Has anyone contacted Chase? If so, what have they recommend? 

Having the same problem, as I'm sure every other customer with multiple Chase cards is. Since we pay Intuit about $400/month for their product, a better solution than some stock answers might be nice. As has been pointed out in this thread, QB is clearly aware of the issue because the message has been displayed in the product since 12/13. 

We are nearing yearend for many companies (including ours). I need to be able to reconcile statements and let cardholders know which transactions I'm missing receipts from. I cannot give them good information until this is fixed, and additionally cannot close our books. This is a huge problem for us.

I'm not able to even access any of the Chase accounts.  The Download button does not do anything.  I can not even turn off the Online Banking function of any Chase account.  Also have a notice that the account hasn't been accessed in "Over A Year Ago"

We appreciate you for joining here in the thread. Let us route you to the support to help you fix this issue.

We know how urgent it is to resolve the issue that you're experiencing. With this, we'll give you the available support to get you back on track with your business. Proceed to the steps below to contact them:

1. In the Search tab, click Contact Us.
2. Enter your question and select Continue.
3. Select between Have us call you or Chat with us.

Once your concern is solved, visit this article as your reference in categorizing bank transactions inside QBO: Set up bank rules to categorize online banking transactions in QuickBooks Online. 

Comment below for more questions about your bank transactions in QBO. We're here to assist you. Take care. 

We use QB Online so as a solution I just excluded the duplicated charges. This seems to work. 

I spent an hour on the phone with a rep yesterday, who said he hadn't heard of the issue before.  In this thread, all of the QB reps also say they've never heard of the issue before.  But they're hearing about it now, so it's clearly a problem for a lot of us. 

I was not able to resolve the issue yesterday, I just disconnected the feeds for now and will import manually until I can ensure with QBO or Chase that the issue is fixed.

The week it started bugging for our firm, we checked that it was indeed categorized and if it was we excluded the duplicated charges. Once that was done, it seems to import properly afterwards for the following days. I hope that helps.