If your account is not listed, select "Create a new QuickBooks account" and type in a name. Select "Use an existing QuickBooks account" when prompted in the "Select Bank Account" dialog and choose your account from the drop-down list. 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. This step is necessary because the QuickBooks Web Connect recognizes only QBO-formatted files. Right-click on the file and rename it to "Filename.qbo" (include the quotation marks), where filename is the name of your downloaded file. Go to the destination folder that contains the OFX-formatted file. Intuit recommends saving the file to the desktop. Click the "Export" button.Ĭlick the "Save" button if prompted and choose a destination folder to save the file. Select the account from which to download transactions and then choose a date range of transactions.Ĭlick on the "QuickBooks" radio button and select the version of QuickBooks you are using from the drop-down list. Scroll down to "Reference Center" and click on the link "Activate Money, Quicken, etc."Ĭlick on "Download Now (no charge)" to create a QuickBooks OFX-formatted file on your desktop and then click "Continue." Member FDIC.Click on the "Customer Center" tab once you have logged onto Chase Online.
Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Products not available in all states.īank deposit accounts, such as checking and savings, may be subject to approval. JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. Insurance products are made available through Chase Insurance Agency, Inc. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P.
Past performance is not a guarantee of future results. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. "Chase Private Client" is the brand name for a banking and investment product and service offering, requiring a Chase Private Client Checking℠ account. is a wholly-owned subsidiary of JPMorgan Chase & Co. “Chase,” “JPMorgan,” “JPMorgan Chase,” the JPMorgan Chase logo and the Octagon Symbol are trademarks of JPMorgan Chase Bank, N.A.
0 kommentar(er)
