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Blank Chase Bank Statement Template.pdf DOWNLOAD HERE Other Assets Readily Convertible to Cash Itemize http://www.hrdc.org/html/HRFC/HRFC documents/Personal Financial Statement.pdf PERSONAL FINANCIAL
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ok let's get started so today I'm going to talk about how to download bank statements from Chase so that you can upload into QuickBooks Online so once you log onto your chase account all of your bank accounts will be listed like this you would just select one of them and it'll take you to this screen or one that looks like it here's how you download the actual PDF version of the statements but what we're gonna do is download the activity so here if we go to the to this arrow pointing down you see download account activity let's click in it here it'll allow us to choose what account we want to download the activity for and here what file type the file type that you want to do is QBL webconnect not any of these QBO is the one I recommend the most and then once you've selected qbo you will choose the date range it's best to do the range because all transactions I believe it just does 180 days back so it's better for you to choose the date range so that you select how far back you want to go once you've selected the date range and QBO and the account that you're doing it for sit down load and the download would hit your downloads folder or wherever it's gonna be on your desktop and if you have more than one account you could just select download other activity and select the next account and repeat the same process remember qbo and the date range and hit download if you liked this video please give it a thumbs up and don't forget to subscribe thank you you