Chase bank is among the top banks in America and they have been facilitating best in class services to their customers. They offer an option to connect your account with QuickBooks desktop application to view and download your transactions. Multiple other banks promote the similar facility. Let’s look into how you can use it.
Are you looking for ways to download chase bank statements into QuickBooks but have no clue what shall be done? Stop with the worries and just dial +1(855)-738-0359 and expert will guide you step by step about the whole solution.
Things to Consider before you Download Chase Bank Statements into QuickBooks
There are two different parties involved when you try to download Chase Bank statements in QuickBooks and thus you need to consider a few things to ensure that the whole process happens smoothly. These are the steps you need to consider:-
- Make sure that the file you are trying to upload in QuickBooks is in a format that is supported otherwise, an error message will appear saying “The uploaded file is not a pepper Web Connect File”
- The size of the file should not be more than 350 KB. You should check the file size before downloading it from Chase bank. Decrease the range of dates and divide it into multiple files if the size of the file is more than 350 KB.
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How to Download Chase Bank Statements into QuickBooks?
There are different methods to download Chase Bank Statements into QuickBooks based on a manual or automatic process. Let’s look into them deeply:-
Method 1- Update Chase Account Manually
You can manually upgrade your Chase account in QuickBooks by following this method:-
- Run your Internet Explorer application and open your QuickBooks Online account.
- Go to your Dashboard and tap on Banking.
- Select the bank account you wish to update with QBO.
- A pop-up message will appear on your screen- “Your Chase Bank connection is receiving an Update” after you complete the previous step, tap on Update.
- Now enter in the required detail to complete the verification process.
- Tap on Continue in order to complete the update process.
Method 2- Manually Import transactions in QuickBooks
You can manually import your chase bank statement into QuickBooks by downloading it from the bank page and then uploading it into the application. These are the steps you need to follow:-
- Open Chase bank online page.
- Log in to your bank accounts by entering your credentials.
- Select the Bank Account and the date range to get the data of bank transactions for 90 days.
- Tap on Connect and ensure that no account is selected which you do not want to monitor.
So these are the methods by which you can Download Chase Bank Statements Into QuickBooks. We discussed the things that should be considered before actually working on the method and the steps you need to follow to download it. If you are still stuck with it and don’t know what shall be done, just reach out to our experts at +1(855)-738-0359 and they can guide you in the best possible manner.
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