Hopefully they are close to correcting this! Hi there, lrush. I appreciate the information you've provided. I've checked the status of the investigation about the missing information in Chase Bank Feeds and it still in progress.
I also encourage you to reach out to our Customer Care Team to add your account to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email.
You can follow the steps provided by my colleague KhimG on how to contact our phone support. We appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out. I'm in the same boat, I was finally able to import the transactions using the qbo download from Chase but I am also missing several hundred transactions.
For now, our engineers are still in partnership with Chase to determine why some transactions are not being created properly. You'll have to enter the missing transactions manually. I'd still encourage giving us a call by following Kristine Mae 's steps to get you added to notification list. There is activity in the account for the period downloaded and we've attempted to download from within QBDT and also externally directly from the bank. I've had the problem as well - rec'd the "QB unable to validate Financial Institution Then was able to get bank feeds to work today but now it's missing many, many, transactions.
So I downloaded from Chase to Excel and all the transactions, which makes me think it's an import problem on QB's side. This has been going on now for several weeks and it seems that Intuit should have it fixed by now given the number of small businesses that rely on them. This and so many other aggravating little things in QB that have been there forever. If there was a decent competitor out there I would seriously consider switching.
Thanks for bringing this matter to our attention. I want to make sure you get the most updated transactions in QuickBooks Desktop. There is currently no reported issue from other users like you about FirstBank not downloading transactions. They can pull up your account in a secure environment, which we are unable to do in this public forum and take a better look at this issue. Also, they have the tools to create a ticket in case they need to conduct a further investigation about the problem.
Please let me know how the call goes. Take care! Hi, allegranaples. I want to make sure you'll be able to download your bank transactions, so let me route you in the right direction. I appreciate your efforts in trying out some troubleshooting steps to resolve the issue. I'd like to check this for you and get it taken care of myself. However, I won't be able to check your account without asking for sensitive information. I don't want your account information displayed here for security reasons since Community platform is a public forum.
Agents have the necessary tools, like screen-sharing to get you back up and running. Let us know if any questions may arise while working in QuickBooks Desktop. We'll be here to help you out. If i didn't have 1MM ultimate reward points with Chase I would cancel all 50 of my cards right now.
This is painful especially trying to get ready for corporate taxes due I can edit the file but still have missing transactions. The file itself is missing the transactions. You might want to ask another file from your bank that includes the missing ones. That would be a little tedious on your part, but that's the workaround our engineers provided while they work with your bank's support to fix the issue.
They'll cascade email notifications about the issue once it is resolved. Thank you for joining this thread and letting us know that you're experiencing the same issue with Chase Bank. This isn't the kind of experience we want for you. As mentioned by my colleagues, this has already been reported as an ongoing issue with QuickBooks Desktop and our engineers are all hands on deck working for the permanent resolution.
I want to ensure your company is added to the notification list to receive email updates. Your account's security is one of our top priorities. You can check these articles for more details:. Keep in touch if you have other concerns connecting your account with QuickBooks. I'll get back to you right away to assist you.
Stay safe and healthy. We have had this same issue since April as well. But we are on Quickbooks Desktop Premier I have not been able to sync our Chase accounts to QB since April I just a week and half ago tried adding one of our newer chase accounts to the bank feed but no transactions were synced at all.
Since this appears to be a problem on both QB Desktop and QB Online, the issue is definitely not the browser being used. Maybe Chase updated something on there end without telling you all or vice versa and that has caused this issue Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now.
Level 2. Issue with Syncing with Chase banking Is anyone having issues syncing Chase banking transactions? Labels: QuickBooks Online. Reply Join the conversation. QuickBooks Team. Issue with Syncing with Chase banking Hey there swathinanon. Issue with Syncing with Chase banking We are using a version of Safari higher than 6. Issue with Syncing with Chase banking Thanks for coming back for more support, swathinanon.
BishopDesignWor ks. Issue with Syncing with Chase banking For the record I have been having this issue for 6 months and spent hours on the phone with QBO support during multiple different calls over the last few months.
Level 1. Issue with Syncing with Chase banking I started having this issue a few months ago as well. Issue with Syncing with Chase banking We have had this same issue since April as well. I've received a similar post about fixing the sub-account balances. I've also added this article: About bank or credit card subaccount setup to help organize your Chart of Accounts in QuickBooks Online.
Should you need anything else, don't hesitate to leave a comment below. I'm always around to help you out. Okay seems like journal entry is the only way.
So then is it safe to say. Since it would require a journal entry for account balances to ever normalize. And the QB setup mentioned is almost like a temporary fix to an inherent problem. Yes, that's correct. Currently, the program doesn't support Chase bank employee credits cards when setting them up as subaccounts in QuickBooks. The recommended method is to create a journal entry to normalize your account balances and help fix the issue. You can also check out this article: Banking Hub. In this article, you can browse helpful topics on how to effectively manage your bank transactions and reconciling your account in QBO.
Please know that I'm here anytime you have other concerns. See you around and take care always, yodankful. I gave up trying to use automatic downloads with Chase in banking and credit cards.
I download the monthly credit card statements from chase in a CSV file and then upload to Quickbooks. I was having issues for years with duplicate transactions across my many employee accounts and huge frustrations when trying to reconcile. Now, I cannot tell in Quickbooks which employee made what charge anymore, but it was never accurate anyway. Uploading manually has saved me a huge amount of time and frustration as the statements are always percent accurate!
The most common way to set up a credit card account with multiple cards associated with it is to create a parent account. Then, have each individual card set up underneath as a sub-account. In your case, the two credit card might have been added separately as two individual accounts.
If you want to download the transactions as one, connect only the parent account. To do this, you'll need to disconnect both accounts so you can add the parent account. If the connection is already downloading correctly, you can use the steps in this article for easy categorization: Assign, categorize, edit, and add your downloaded banking transactions. Thanks and welcome to the Community, yodankful. When running the Balance Sheet, it shows your company's total equity by subtracting the liabilities from your assets.
If you're referring to your account with a negative balance, please know the actual balance will also show on the report see sample screenshot below. For more information about how the reports works, I suggest visiting the following articles. It contains some information I found helpful for you:. What is a Balance Sheet report? Let me know if you have additional questions or concerns.
I'm always available to lend a hand. Have a great one. Do you download the bank monthly statement and upload it or do you download a record of the transactions since it has to be a CSV file on a certain date?
Some banks go back as far as 24 months. From time to time, the system will update the downloaded list depending on what your bank shares with us. If you don't see the cleared bank transactions on the list, you can update the Banking page manually. Meanwhile, you can get a valid WebConnect CSV file through your bank's website or directly from your bank. Once you have this file, you can upload it to QuickBooks Online.
Here are some links that are helpful for the import process:. Manually upload transactions into QuickBooks Online. Import bank transactions using Excel CSV files. After downloading or importing the banking transactions, you can start categorizing them to the correct accounts.
This is a time-saving feature when managing your business. Keep us posted if you require additional help with using the feature. Have a great day!
I have one parent account and 3 cards attached to the chase account individually thru online banking. Currently the payments are going into the 1 person's individual card account NOT the parent account.
Is this correct, These credit cards have never been reconciled before. How do I start reconciling for the first time? Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:.
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