Hello there,
Thanks for letting me know about the bank feed issue you’re currently experiencing with Chase. Let me share some steps to connect your checking account to QuickBooks.
To start, we can perform some basic troubleshooting steps to resolve the issue, like using an incognito/private browser. This feature doesn't use the existing cache files, which makes it a good place to test if there's an issue with the browser. Just follow the keyboard shortcuts below to open a private browser:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Internet Explorer: press Ctrl + Shift + P
- Safari: press Command + Shift +N
Once done, try to connect the bank account again, then make sure that your browser does not auto-fill your credentials. To connect it, follow these steps:
- Go to your bank's website and copy the URL from the top of the browser (Example: http://www.chase.com).
- From the left menu, select Banking, then Banking.
- On the Banking page, select Add Account.
- In the Search field, enter the bank's URL.
- Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
- Enter your bank login on your bank's website, then select Continue.
- Hit Connect.
If you get an error message, you can refer to the following article to fix specific banking errors: What to do if bank transactions won’t download or there's a bank error.
If you get the same result or already tried the steps I provided, I'd highly suggest contacting our Phone Support. They have the tools such as screen-sharing that can pull up and check your account and investigate as to why you can't connect your Chase bank in a secure environment.
Also, you can check with your bank if they can give you other options for how to download/export your transactions. I've attached some articles for more details:
Please know that I'm just a post away should you need anything else. Wishing you a wonderful week ahead.
