I know it can be frustrating when you're not able to connect your Chase account to QBO, MickieL.
As mentioned by my colleague @Ashley H, there are a couple of tickets that's been submitted about the connection between Chase with QBO and QBDT. We're unable to provide a time frame to when this will be resolved. Rest assured, we'll be sending you an email once we get this sorted out and I will also keep this thread updated.
For now, we can manually upload your bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. Here are the listed supported file formats:
- Comma-Separated Values (CSV)
- QuickBooks Online (QBO)
- Quicken (QFX)
You follow these steps in uploading the file:
- Select Banking from the sidebar menu, then click the Banking tab.
- Hit the Upload transactions button.
- Click Browse, then choose the file you downloaded from your bank.
- Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next.
- Follow the on-screen instructions, then click Next.
- When you’re ready, hit Let's go.
I'll be right here to keep helping if you have any other concerns or questions about banking.
