SirielJeaB
Moderator

Banking

Hello there, @BillWCH.

 

Rest assured that our engineers are doing their best to fix the ongoing investigation (INV-78627) of the missing option to sync all accounts for Chase Bank.

In the meantime, let me give you another workaround to download bank feed transactions on QuickBooks desktop: Here's how:

 

  1. Open a web browser and go to your bank’s website.
  2. Sign into your bank account.
  3. Download your transactions as a QuickBooks Web Connect (.qbo) file.
  4. Once you have the Web Connect file, please follow the steps to import it into QuickBooks Desktop.

 

To help QuickBooks match your bank feed transactions, learn how to set rules by reading this article: Create rules to categorize transactions in QuickBooks Desktop.

 

Please get back to the thread if you have further concerns with your bank transactions. We're always willing to assist you. Stay safe, BillWCH.