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Banking
I appreciate you for joining the thread, @sorority123. I'm here, and I'll help you out so you can proceed to get new transactions from your Chase bank account to your QuickBooks Desktop (QBDT) account.
Before anything else, may I ask if you encountered any error messages when you tried to connect your bank account to your QBDT account? This way, I'll be able to provide you with a suitable resolution to help you overcome this situation.
In the meantime, I recommend refreshing the connectivity between your bank and QBDT account. I'll gladly input the steps below so you can proceed. To begin, here's how:
- Access your QuickBooks Desktop company.
- Prepare to switch to Express Web Connect.
- Turn off bank feeds for your account.
- Set up an account for Bank feeds.
- Download transactions with Express Web Connect.
For further guidelines and specific error troubleshooting steps, please see this article: Refresh your connection for Express Web Connect online banking.
In addition, here's an article to learn more about adding and matching bank transactions in QBDT: Add and match Bank Feed transactions in QuickBooks Desktop.
You can also check this page to for more information about reconciling an account in QBDT: Reconcile an account in QuickBooks Desktop.
@sorority123, know that I'm determined to help you get this sorted out as soon as possible. Don't hesitate to reach out to me if you need further assistance with this. I can assure you that I'll be here to assist you once again. Take care, and enjoy the rest of the week.