Thanks for joining the thread, Avi. I'm here to provide you with the steps to help fix your concerns with Chase Bank in QuickBooks.
As mentioned above, there is a recent enhancement of security protocols with your bank. This leads to including transaction numbers in the downloaded data. While this change might initially seem inconvenient, it is a proactive measure taken by your financial institution to ensure the utmost security of your banking information.
I know the impact of these changes especially when categorizing transactions in QuickBooks. I'd suggest sending feedback to your bank so they can hear your thoughts with regard to this matter.
For now, you can review your bank statements and compare them with your downloaded transactions to help you with your categorization.
I'd also like to address your concern about QuickBooks randomly requiring reconnecting the accounts and not updating automatically on the Banking page. Before we proceed, can you share with me more details about these issues? This way, I can provide you with the right steps to help fix the problem.
In the meantime, I'd suggest performing a manual update. This will help us ensure you have the latest available banking transactions in the For review tab.
To do that:
- Go to the Banking menu.
- Select the bank account that you're working with.
- Click Update.
- If asked, enter your Multi-Factor Authentication (MFA) credentials. Then press on Continue update.
If you encounter specific banking errors while working with QuickBooks, please see step four of this article to find a fix: What to do if you get a bank error or can't download transactions in QuickBooks Online.
Once everything is settled, you can review the transactions and reconcile your accounts so they always match your bank and credit card statements. Feel free to check out these references for the detailed process:
Mention my name in the comment section below if you have any other questions. I'm always here to help you out. Keep safe always!
