Having trouble downloading quickbooks file in chase

 · As I mention in the video when you download Chase Bank Statements make sure you select the Quickbooks Web Connect (QBO) file type. I emphasize this because Excel/CSV, QFX, QIF, and IIF tend to cause problems when importing into Quickbooks Online. You’ll face problems like corrupt data errors, deposits will download as expenses. Go to the "File" menu and access "Utilities," "Import" and "Web Connect Files " Navigate to the desktop and locate the OFX-formatted file you downloaded from Chase Online. Click "Open" to. 1) Select your Chase account in Moneydance 2) Select the Online-Setup Online Banking button/menu 3) Click the "Disable" button 4) Select the Online-Setup Online Banking button/menu (again) 5) Click the "New Connection" button and select Chase (or a subsidiary) (First USA, etc) and hit OK.

Click on "Download Now (no charge)" to create a QuickBooks OFX-formatted file on your desktop and then click "Continue." 4 Select the account from which to download transactions and then choose a. Step 2: Check if the issue is with company file or QuickBooks program. Verify if the problem is with the file or the program. For this, press the Control key and double-click on the QuickBooks icon to open the program. If it does not open, resolve the QuickBooks® not opening issue. But if the program opens, try opening a sample company file. I have just purchased a download version of Quickbooks Desktop because I cannot afford to keep paying a monthly fee for Quickbooks online and wanted the benefit of ONE TIME payment for software. After $ I converted my account from online - a PAINFUL process only to now find out my bank (Chase) DOES NOT SUPPORT IE 11!.

Go to the "File" menu and access "Utilities," "Import" and "Web Connect Files " Navigate to the desktop and locate the OFX-formatted file you downloaded from Chase Online. Click "Open" to. 1) Select your Chase account in Moneydance 2) Select the Online-Setup Online Banking button/menu 3) Click the "Disable" button 4) Select the Online-Setup Online Banking button/menu (again) 5) Click the "New Connection" button and select Chase (or a subsidiary) (First USA, etc) and hit OK. Download the csv file from your source. In the video, mine was Hubdoc. But your bank can also be a source. Go to banking pageimport fileselect the downloaded csv. Map the columns; Import the file and see how it lays out. If there are red boxes, you will need to update the csv.