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Post Info TOPIC: How To Download Chase Bank Statements To QuickBooks Through Web Connect?


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How To Download Chase Bank Statements To QuickBooks Through Web Connect?
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Theres a specific process or a set of steps you must follow to download Chase bank statements to QuickBooks. Implement the measures given below:

  1. Login to the Chase online banking page. After this, move to the Customer Center tab. Navigate to Reference Center. 
  2. You can now click on the link Activate Money, Quicken, etc.
  3. Choose Download Now. This will help you build QuickBooks OFX- formatted file. Now hit on Continue. 
  4. Choose an account for which the transactions are to be downloaded. Select the date range. 
  5. Choose the QuickBooks radio button, and from the drop-down list, you can select the QuickBooks radio button. Click on Export and choose the folder to save the file. 
  6. Rename the file with qbo and open QuickBooks on your system. 
  7. Click on the File menu and open Utilities, Import And Web Connect Files. 
  8. Move to the Desktop and find the OFX-formatted file. 
  9. Click on Open and match the downloaded transactions from My Shortcuts. 

To get more information on this follow this short guide on how to download chase bank statements to QuickBooks.



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