Thank you for reaching out, jennyyudpm. I'm here to help you with linking your Chase account to your business account in QuickBooks Online (QBO).
It appears that you are encountering difficulties connecting your Chase credit cards to QuickBooks Online for your business account. This issue is likely stemming from an outdated or disrupted connection between Chase and QuickBooks Online. To address this, you can follow these steps:
Resolving Connection Issues:
- Log into your Chase account at chase.com.
- Check if "Intuit QuickBooks" is listed under Linked Apps and Websites in your Chase account settings.
- Ensure each account in this section is checked with a mark and saved.
- If prompted, update the connection to Chase in QBO Bank Feeds following on-screen instructions.
- Verify that all necessary accounts are correctly linked and managed within QuickBooks Online for seamless syncing.
Connecting Your Chase Bank Account:
- Navigate to Transactions and select Bank Transactions.
- Click on the blue tile for the account you want to upload the transactions into.
- Choose the Link Account▼ dropdown and select Upload from the file.
- Choose either Drag and drop or Select files and select the file you downloaded from your bank. Then, click on Continue.
- In the QuickBooks account▼ dropdown, choose the target account and proceed with Continue.
- Follow the onscreen instructions to match the columns on the file with the correct fields in QuickBooks and then click on Continue.
- Select the transactions for import and proceed with Continue.
- Confirm the selection by clicking Yes.
- Finally, click Done.
You can also read this article for the complete details: Connect Bank and Credit Card Accounts to QuickBooks Online.
You may find these articles helpful to learn more about reconciling and matching credit card transactions:
Should you have any more queries, feel free to ask. We're here to support you every step of the way.
