Rea_M
Moderator

Banking

I understand the inconvenience this banking issue has caused you, accounting476. 

 

To alleviate any further issue, I'd recommend reaching out to both Chase credit card and QuickBooks Online (QBO) support again to explain the situation and seek further assistance. I'll provide you with instructions on how to perform this task on QuickBooks.

 

  1. Sign in to your QBO company.
  2. Go to the Help (?) menu.
  3. Select the Search tab.
  4. Click the Contact Us button.
  5. Enter a brief description of your concern in the What can we help you with? field.
  6. Select Continue.
  7. Choose a way to connect with us (Send a message Start a chat or Get a callback). Contact QBO.png 
     

Once the issue is resolved and your transactions are successfully uploaded, review and categorize them to keep your financial data accurate.

 

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expenses and allows you to identify and address any potential errors. For guidance on performing and resolving reconciliations in QBO, refer to this article: Learn the reconcile workflow in QuickBooks.

 

I'm all ears if you have other banking concerns or questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help.