How To Download Chase Bank Statements To Quickbooks Desktop

Get transactions from your bank.

How to download chase bank statements to quickbooks desktop. If you re using quickbooks desktop. Downloading bank transactions in quickbooks online is pretty simple after you have set up your account for online banking. Sign in to your bank s website to download the web connect file. Follow the steps below to download your bank transactions. Learn how to download up to 12 months of transactions from your bank account and import them into quickbooks desktop if you found this video helpful please g.

If you re using quickbooks desktop go to the banking menu. Find your bank and select download transactions. If you have already added your bank account to quickbooks but did not setup for online banking go to transactions at left menu bar and select banking from. In this episode we re going over how to download a qbo file from jp morgan chase online banking. Go to the banking menu.

Find and write down the date of the oldest transaction. When prompted to open save or cancel. Find the bank or credit card account you want to upload the transactions into. I mport bank transactions into quickbooks desktop. Usually the oldest transaction is the opening balance.

From the financial institution s web site select the option to download transactions to quickbooks. If you re outside of quickbooks desktop. In quickbooks go to the accounting menu and then select chart of accounts. Click yes to choose the side by side mode since most users find it easier with which to work unless you prefer the register mode which was the only available mode in quickbooks prior to 2009. The register mode presents the bank data in the bank register format of quickbooks the bank register on top and the downloaded bank data below.

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. Hover over bank feeds and select banking center. Find your bank and select download transactions. Save the qbo file to your desktop or my documents folder. How to download chase bank statements to quickbooks online.