Kurt_M
Moderator

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:

 

  1. Access your QuickBooks Desktop company.
  2. Prepare to switch to Express Web Connect.
  3. Turn off bank feeds for your account.
  4. Set up an account for Bank feeds.
  5. 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.