I’m working with accounting software and need to know how to download chase credit card statement in qbo file so I can import transactions easily. Does Chase allow downloading statements directly in QBO format, or do I need to convert the file first?
Log in to your Chase Bank account → go to your credit card → select Statements/Transactions → choose the date range → click Download → select QBO (QuickBooks) format → save the file and upload it into QuickBooks.
Log in to your Chase account, go to Credit Cards, select your card, and open Statements & Documents. Choose the desired statement period, then click Download. Select QBO (QuickBooks format) from the file options and save it to your device.
I've been trying to figure out how to download my Chase credit card statement in a QBO file for my accountant, but the instructions provided in the link don't seem to be working for me. I've tried connecting my Chase account to QuickBooks Online, but it only shows my debit card transactions and not my credit card transactions. Does anyone know if there's another way to download my Chase credit card statement in QBO format?