This page is where we connect business owners like you with the information and resources you need about sharing your payments processing data to QuickBooks Online. If you’re ready to get started setting up your integration, click here.
To get started, choose the topic you’d like to explore.
QuickBooks Accounting Integration Overview
Chase automatically imports your card payments into the QuickBooks Online bookkeeping accounts of your choice on a daily basis. If you’re ready to get started setting up your integration, click here.
Helpful tips to keep your share running smoothly
The share will add a default "Chase Customer" type to your available customers on QuickBooks. Please keep this customer active to ensure your sync runs smoothly.
The share will only sync your payment processing to your QuickBooks account if you are a primary/company admin. If you change the access level of your QuickBooks account, you may face connection issues.
How does the integration work?
Chase automatically imports your card payments into the QuickBooks Online bookkeeping accounts of your choice on a daily basis.
To get a better understanding of your Chase payments and fees, we suggest creating separate bookkeeping accounts for each data set (e.g., card sales --> income).
The guide below is a suggestion on how to set up your connection with QuickBooks.
| Chase Account | QuickBooks Account |
|---|---|
| Card Sales | Card sales are usually associated with income. Match your card sales to one of your QuickBooks income accounts |
| Refunds | Refunds are usually associated with income. Match your refunds to one of your QuickBooks income accounts |
| Chargebacks | Chargebacks are usually associated with income. Match your chargebacks to one of your QuickBooks income accounts |
| Fees | Fees are usually associated with expenses. Match your fees to one of your QuickBooks expense accounts |
| Settlement Deposits | Settlement deposits are usually associated with banking. Match your card sales to one of your QuickBooks banking accounts |
What QuickBooks plans are supported by Chase?
Chase supports all available QuickBooks Online plans. QuickBooks Desktop is not supported at this time.
How much does the share between QuickBooks and Chase cost?
As a Chase for Business Online customer, you get access to the QuickBooks share for free.
What data is shared between Chase and QuickBooks?
Your business' payment processing data which includes card sales, refunds, fees, chargebacks, and settlement deposits. During the set-up process you will be asked to authorize the sharing of your data between Chase and QuickBooks.
How often does the share happen?
Chase will automatically share your processing data with QuickBooks at the end of each day.
Is the share permanent?
No, you can pause or disconnect the share at any time. You can also manually update any receipts created by this share in QuickBooks.
I have a question not listed here, where do I go for help?
If your question is not answered on our FAQ page, please contact our support team at the number found on your dashboard.
Setting up your account mapping
We suggest you create separate bookkeeping accounts for each set of processing data for an easier overview of card sales going in and out of your Chase account and your bank account.
In order for the processing data to pass to QuickBooks accurately, you will be asked to specify which Chase data goes into which QuickBooks ledger during the set-up process. Each transaction type can have a dedicated account in QuickBooks. We recommend linking your deposit account to QuickBooks Online as deposits will not be tracked.
The guide below is a suggestion on how to set up your connection with QuickBooks.
| Chase Account | QuickBooks Account |
|---|---|
| Card Sales | Card sales are usually associated with income. Match your card sales to one of your QuickBooks income accounts |
| Refunds | Refunds are usually associated with income. Match your refunds to one of your QuickBooks income accounts |
| Chargebacks | Chargebacks are usually associated with income. Match your chargebacks to one of your QuickBooks income accounts |
| Fees | Fees are usually associated with expenses. Match your fees to one of your QuickBooks expense accounts |
| Settlement Deposits | Settlement deposits are usually associated with banking. Match your card sales to one of your QuickBooks banking accounts |
How do I connect my Chase accounts to QuickBooks?
If you want to connect your Chase accounts to QuickBooks:
Can my accountant set up the share for me?
No, only the owner of the Chase Business Online account can set up the share. However, you may ask your accountant to guide you during the mapping process.
How long does it take for my data to share once I have a transaction?
After you set up your share, it will take at least 24 hours for your processing data to reflect in QuickBooks.
Can I share more than one business with QuickBooks?
Yes. When you login to your Chase for Business Online account you will be prompted to select the business that you would like to enroll in the QuickBooks share. Once you have completed enrollment for one business, you will have the option to enroll another business. You must enroll each business individually.
Note: You are only permitted to connect one Chase business to one business within QuickBooks. If you attempt to connect an additional Chase business to a QuickBooks business that you have already set up a share for, the previous share will be overwritten.
How do my transactions appear in QuickBooks?
Your transactions will appear in the respective bookkeeping accounts that you specified for each transaction type during onboarding.
Where/how do I manage the share?
To manage the sharing of your payment processing data with QuickBooks:
Once you set up your first share, you will be able to manage your settings and preferences in the Manage QuickBooks Share page. From this page, you can enable the share for new businesses, access support and feedback links, and more. To share other Chase businesses, select the business you would like to start the share for by clicking on the Choose a business drop down, and click Get started.
For help on managing your account or to share your thoughts click Frequently asked questions or Contact Us. To entirely disconnect the integration for a business click Stop sharing.
