Giovann_G
Moderator

Banking

Thanks for joining the thread, HersheyDMD.

 

I know it saves you time when transactions that already match are never downloaded again. I'll share some additional steps to get this resolved.

 

Just to make sure, are you experiencing duplicate transactions with Chase bank? Any information will assist me in resolving your issue.

 

Chase has already discontinued its Direct Connect online banking service. If you've previously connected using this service, I recommend switching to the new Express Web Connect service. Before proceeding, please ensure to disconnect all related accounts. Then, you can follow the steps below to set up new connections.

 

Here's how:

 

  1. From the Banking menu, select Bank Feeds, then Set Up Bank Feed for an Account.
  2. In the Enter your bank’s name field, type in the name of your bank or financial institution.
  3. From the My Company sign-in page, log in using your Intuit account credentials.
  4. Enter your online banking account credentials, then click Connect. QuickBooks will connect to the bank’s server.
  5. Choose the account(s) you want to connect to QuickBooks, then select Connect.
  6. Once done, hit Close.

 

Once done, you may now download your bank transactions through Express Web Connect. I'll show you how.

 

  1. From the Banking menu, select Bank Feeds, then Bank Feeds Center.
  2. In the Bank Accounts list, select the account you need to download.
  3. Click the Download Transactions.
  4. Once completed, hit Transaction List to process the transactions.

 

For your reference, see this article for more details: Switch from direct connect to express web connect online banking.

 

For additional steps, please follow the link provided by JonL to change the default browser from IE to Chrome or Firefox. If the issue persists, I recommend getting in touch with our QuickBooks Desktop Support. They have the tools to check your account and look into what's causing the duplicates.

 

Once everything is in order, you can review those banking transactions and make sure they match the ones in QuickBooks: Add and match Bank Feed transactions in QuickBooks Desktop.

 

You're welcome to post again if you need anything else. Have a great day.