How to Download Chase Bank Statements to QuickBooks?

by James Antonio

Chase banking has its own set of benefits and that’s why most customers try to opt for it.

That’s why, for Chase banking customers, QuickBooks typically offers a number of efficient options to manage a business effectively. One such option is to track and monitor business income and expenditures.

Over an internet connection, Chase banking customers keep accounts in sync with the bank’s accounting software.

Download Chase Bank Statements to QuickBooks
Download Chase Bank Statements to QuickBooks

What is downloading Chase Bank Statements to QuickBooks?

QuickBooks Online Banking has assisted QuickBooks desktop users to link with their financial institutions.
This has enabled users to view the transactions and download it too. Hence, it becomes feasible to use banking services. Many banks promote this feature to their account holders.

But before you view and download Chase bank statements to QuickBooks, there are few points to take into consideration, in order to get the job done without fail.

Here are the points:

  • The first thing you need to ensure is that the particular file you are attempting to upload is in a format that is supported, like QuickBooks Online for QuickBooks. If the file format is not supported, the user will receive an error message which will read, “The uploaded file is not a proper Web Connect file“.
  • Ensure that the size of the file does not exceed more than 350 KB. It is recommended to check the size of the file before you download the Chase Bank Statements to QuickBooks.
  • The oldest transaction in the file, in case, has the date prior to the opening balance date mentioned in the register, it will alter the opening balance and date. Along with it, you will receive a duplicate opening balance entry.

Why do you need to Download Chase Bank Statements to QuickBooks?

For those looking for Chase bank statements, you can have the account transaction into a different external file and then send them into QuickBooks. The good thing is that this does not require any fee.

You can also build a direct connection with Chase from QuickBooks and get transactions automatically in exchange for a monthly fee.

With the available information from the transactions, you can easily reconcile your accounts and then make your financial bookkeeping less complicated.

How to Download Particular Chase Banking Statements to QuickBooks?

Here are the steps to download Chase Bank Statements to QuickBooks:

If you are one of those users looking for answers to the question, “How to download Chase Bank Statements to QuickBooks“, we have the answer for you. Below-mentioned is the detailed step-by-step solutions to fix this issue when connecting QuickBooks with Chase.

Scenario 1: Upgrade your Chase Account manually in QuickBooks

Step 1: Log in to your Internet Explorer and then open your QuickBooks Online account.

Step 2: In your Dashboard, select Banking.

Step 3: From the particular Banking option, select the bank account you wish to update with QuickBooks Online.

Step 4: You should now be able to see a pop-up, “Your Chase Bank connection is receiving an update” because of the previous action, select Update.

Step 5: Now authenticate the second step of the verification if it prompts you to do that.

Step 6: Choose Continue to complete the update process.

Scenario 2: Authenticate and choose Account in QuickBooks

Often, it has been noticed that the Chase QuickBooks download issue arises when the particular account is missing verification. It is highly recommended to verify the selected account in QuickBooks which will fix the error.

Here is how you do it:

Step 1: Open your financial institution’s Chase account and select Profile and Settings from the particular top-right corner of the window.

Step 2: Now select the Account Safe option.

Step 3: Move down to the Linked Apps and Websites option and then select the arrow which is against the QuickBooks application to see the list of selected accounts.

Step 4: Verify that the account you wish to connect with QuickBooks is chosen.

Step 5: In case it is not, enter the options from the given ones.

Scenario 3: Import the Transactions in QuickBooks Manually

You will be able to import Chase bank statements into QuickBooks Online manually, in case the solutions mentioned above fail to fix the Chase QuickBooks download issue.

Step 1: Find out your bank at first.

Step 2: Log in to your particular bank account with the help of right user ID and password.

Step 3: Choose Bank Accounts along with the date range to get the data of the 90 days of the particular bank transactions.

Step 4: Select Connect and ensure that there are no account is chosen which you do not wish to monitor.

For any business owner having basic technical knowledge, this process is not complicated at all. However, a certified professional can certainly make all the difference.


Why do you need Chart of Accounts for Business?

In order to categorize transactions, it is imperative to make sure the Chart of Accounts is made for your business.

Who will Prepare your Chart of Accounts?

Typically, Accountants Prepare the Chart of Accounts, since it is related to taxes.

How to Track Income and Expenditure via Chart Bank Statements?

You can download Chase Bank statements to QuickBooks Desktop to monitor your income and expenses.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

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Pricing Model

  • Annual Subscription

Customer Types

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  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

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Pricing includes coverage for users
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

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