You have me to help you download your Chase transactions, Katelyn Huffman.
Let's make sure to connect your bank account to QuickBooks Online. This way, your Chase transactions will be automatically imported to your QBO account.
Let me guide you with these steps:
- Go to the Banking menu or Transactions menu.
- Select the Banking tab.
- Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
- Search for your bank.
- Click Continue.
- Follow the on-screen instructions to successfully connect your account.
Once connected, you can categorize them. Here's an article as your reference: Categorize and match online bank transactions in QuickBooks Online.
I'm just a post-away if you need help. Keep safe!
