Select the company account from the drop-down list or enter the name of a new account. Choose 'Online Banking' and then 'Set Up Account from Online Services.' Select 'Activate Direct Access through the PFM service ($9.95/month)' and click 'Continue.' Follow the onscreen instructions to complete the setup for direct access. Log on to the Chase Online Web page (see Resources).Ĭlick the 'Customer Center' tab and scroll down to the 'Reference Center.' Click on the link for 'Activate Money, Quicken, etc.'

Go to 'Online Banking' under 'My Shortcuts' to review and match the transactions you downloaded for this account. 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.' Click on the 'Customer Center' tab once you have logged onto Chase Online.

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