I want to download my Quicken business credit card transactions from Chase into my Quickbooks 2006 for Mac software but Quickbooks won't let me. What do I do?
How about warning or error messages why Quicken won't let you perform such task.How about warning or error messages why Quicken won't let you perform such task.
Hi, Chase normally produces all statements in PDF format. However, you can click "see all activity" to see all the transactions in the webpage. Here, you can click "print" which is found on the top of the webpage (not the browser menu). It will open up a new window which shows only the transactions. Cancel if it asks you to print. Now Copy the transactions alone to a text file and convert to csv file using MS Excel. If you can import this file directly to Quickbook 2006, it should be good. Else, there are some softwares which does the excel to quickbook imports.
Quickbook normally takes only Manual entry for each transaction. But this one should be faster than entering all the transactions manually
Hi, I see you've gotten quite a bit of responses. Here is a simple solution, (I will direct you to a link, however, the link automatically detects your software, and thus guide you through the rest of the setup process, no fuss, no muss)
Here it is: http://support.quickbooks.intuit.com/support/productselection.aspx?status=init
(I'm not sure if my solution posted --it didn't show me a confirmation)so :
I see you have tons of responses, here is a quick and simple solution (I will direct you to a link, but it automatically detects the software installed on your computer and will guide you from there, simple, no fuss, no muss)
http://support.quickbooks.intuit.com/sup...
Good luck and let me know how you did!
(I'm not sure if my solution posted --it didn't show me a confirmation)so :
I see you have tons of responses, here is a quick and simple solution (I will direct you to a link, but it automatically detects the software installed on your computer and will guide you from there, simple, no fuss, no muss)
Uhmmm or let me paste all the procedure rather than link...Isnt that g8 :)
Download Instructions INTUIT QUICKEN (WINDOWS/MAC) / QUICKBOOKS As we recently completed a system upgrade; you may need to modify certain information in your Quicken/QuickBooks software to ensure a smooth transition of your target="_blank" rel="nofollow" >Quicken Windows 2007-2008 Quicken Windows 2005-2006 QuickBooks MAC 2006-2007 QuickBooks Windows 2005–2007
Instructions for Quicken Windows 2007-2008
DEACTIVATE YOUR ACCOUNTS
Choose Online menu g One Step Update.
In the One Step Update Settings dialog, uncheck any boxes that are checked, and then click Update Now.
If a software update is available, then you will be prompted to apply it now.
Once the update is complete, restart Quicken.
Quicken banking customers: right-click your first account from the list under Cash Flow Center.
Select Edit account from the pop-up menu
In the Account Details dialog, click the Online Services tab.
Click Remove Connection or Remove from One Step Update in the One Step Update area. Confirm the remaining prompts.
Click the General Information tab. In the Financial Institution field, type the name of your financial institution. EDIT any account information that is changing.
Click OK to close the Account Details dialog. Repeat steps 1 through 6 for each applicable account.
REACTIVATE YOUR ACCOUNTS
Open a Web browser and log in to your financial institution’s Web site and download your transactions into Quicken.
Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a "from" date that does not include records previously downloaded.
Click the Use an existing Quicken account radio button. In the corresponding drop-down list, select the Quicken account.
Repeat steps 1 and 2 for each account that you will use for online banking or investing.
AUTOMATING YOUR WEB CONNECT DOWNLOADSExpress Web Connect provides the option of activating the One Step Update feature, which automates the downloading of Web Connect >
If you see the Activate One Step Update prompt during the Web Connect download process, click Yes, and then click Activate.
From Quicken, choose Online menu g One Step Update. In the dialog that displays, choose Activate One Step Update link next to your financial institution’s name.
Once activated, you can choose Online menu g One Step Update to perform downloads.
Instructions for Quicken Windows 2005-2006
DEACTIVATE YOUR ACCOUNTS
Choose Online menu g One Step Update.
Uncheck all boxes and click Update Now.
If a software update is available, then you will be prompted to apply it now.
Once the update is complete, you must restart Quicken.
Quicken banking customers: right-click your first account in the Cash Flow.
Select Edit account from the pop-up menu.
In the Account Details dialog, click the Online Services tab.
Click Deactivate in the Transaction Download area. Confirm the remaining prompts.
EDIT any account information that may be changing. Click OK to close the Account Details dialog.
Repeat steps 1 through 5 for each account from which you download transactions.
REACTIVATE YOUR ACCOUNTS
Log in to your Financial Institution's Web site. Download your transactions to Quicken. Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a "from" date that does not include records previously downloaded.
Click the Use an existing Quicken account radio button. In the corresponding drop-down list, select the applicable Quicken account.
Repeat steps 1 and 2 for each account that you will use for online banking or investing with your Financial Institution.
Instructions for QuickBooks MAC 2006-2007
DISABLE YOUR ACCOUNT
Choose Lists menu g Chart of Accounts.
Select the account to disable in the Chart of Accounts list, and choose Edit menu g Edit Accounts.
EDIT any account information that is changing.
Click the Online Settings button.
Select Not enabled from the Download transactions drop-down list.
Click Save.
Repeat steps 2 through 6 for each account from which you download transactions.
RE-ENABLE YOUR ACCOUNT
Re-enabling your account is as easy as downloading from the Web site. Anytime after the conversion, log in to the Web site and download and save your Web Connect file (.QBO file extension) to your Mac.
Important: To avoid the possibility of creating duplicate records when downloading into QuickBooks, select a "from" date that does not include records previously downloaded. In QuickBooks, choose Banking menu g Downloaded Transactions. Click OK if any informational prompts display.
In the Downloaded Transactions dialog, click Import File to import the account information contained in the Web Connect file that you saved. Select the Web Connect file, and click Open.
The Account Association dialog displays during setup only. Click Select an Account to choose to map the online account to an existing account register. Then click Continue.
Click OK to any informational prompts.
Repeat steps 1 through 4 for each account that you previously disabled.
Verify that all transactions downloaded successfully into your account registers.
Uhmmm or let me paste all the procedure rather than link...Isnt that g8 :)
Download Instructions INTUIT QUICKEN (WINDOWS/MAC) / QUICKBOOKS As we recently completed a system upgrade; you may need to modify certain information in your Quicken/QuickBooks software to ensure a smooth transition of your >Quicken Windows 2007-2008 Quicken Windows 2005-2006 QuickBooks MAC 2006-2007 QuickBooks Windows 2005–2007 Instructions for Quicken Windows 2007-2008 DEACTIVATE YOUR ACCOUNTS
Choose Online menu g One Step Update.
In the One Step Update Settings dialog, uncheck any boxes that are checked, and then click Update Now.
If a software update is available, then you will be prompted to apply it now.
Once the update is complete, restart Quicken.
Quicken banking customers: right-click your first account from the list under Cash Flow Center.
Select Edit account from the pop-up menu
In the Account Details dialog, click the Online Services tab.
Click Remove Connection or Remove from One Step Update in the One Step Update area. Confirm the remaining prompts.
Click the General Information tab. In the Financial Institution field, type the name of your financial institution. EDIT any account information that is changing.
Click OK to close the Account Details dialog. Repeat steps 1 through 6 for each applicable account.
REACTIVATE YOUR ACCOUNTS
Open a Web browser and log in to your financial institution’s Web site and download your transactions into Quicken.
Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a "from" date that does not include records previously downloaded.
Click the Use an existing Quicken account radio button. In the corresponding drop-down list, select the Quicken account.
Repeat steps 1 and 2 for each account that you will use for online banking or investing.
AUTOMATING YOUR WEB CONNECT DOWNLOADSExpress Web Connect provides the option of activating the One Step Update feature, which automates the downloading of Web Connect />
Click Deactivate in the Transaction Download area. Confirm the remaining prompts.
EDIT any account information that may be changing. Click OK to close the Account Details dialog.
Repeat steps 1 through 5 for each account from which you download transactions.
REACTIVATE YOUR ACCOUNTS
Log in to your Financial Institution's Web site. Download your transactions to Quicken. Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a "from" date that does not include records previously downloaded.
Click the Use an existing Quicken account radio button. In the corresponding drop-down list, select the applicable Quicken account.
Repeat steps 1 and 2 for each account that you will use for online banking or investing with your Financial Institution.
Instructions for QuickBooks MAC 2006-2007 DISABLE YOUR ACCOUNT
Choose Lists menu g Chart of Accounts.
Select the account to disable in the Chart of Accounts list, and choose Edit menu g Edit Accounts.
EDIT any account information that is changing.
Click the Online Settings button.
Select Not enabled from the Download transactions drop-down list.
Click Save.
Repeat steps 2 through 6 for each account from which you download transactions.
RE-ENABLE YOUR ACCOUNT
Re-enabling your account is as easy as downloading from the Web site. Anytime after the conversion, log in to the Web site and download and save your Web Connect file (.QBO file extension) to your Mac.
Important: To avoid the possibility of creating duplicate records when downloading into QuickBooks, select a "from" date that does not include records previously downloaded. In QuickBooks, choose Banking menu g Downloaded Transactions. Click OK if any informational prompts display.
In the Downloaded Transactions dialog, click Import File to import the account information contained in the Web Connect file that you saved. Select the Web Connect file, and click Open.
The Account Association dialog displays during setup only. Click Select an Account to choose to map the online account to an existing account register. Then click Continue.
Click OK to any informational prompts.
Repeat steps 1 through 4 for each account that you previously disabled.
Verify that all transactions downloaded successfully into your account registers.
Answers & Comments
Hi!!!
what is a quickbook?
try to download in windows os
and then install it in your mac
you must registered first
if you want the software
"from Chase" you mean online (internet) or from another computer (include computer specifics).
"Quickbooks 2006 for Mac" what message did you get ?
How about warning or error messages why Quicken won't let you perform such task.
Additional detail to help pin down what's causing the issue is needed.
If Quicken won't let you perform such task, it will spit out a message explaining why or giving hint why the function is not successful.
Thanks
Hi, Chase normally produces all statements in PDF format.
However, you can click "see all activity" to see all the transactions in the webpage.
Here, you can click "print" which is found on the top of the webpage (not the browser menu).
It will open up a new window which shows only the transactions. Cancel if it asks you to print. Now Copy the transactions alone to a text file and convert to csv file using MS Excel. If you can import this file directly to Quickbook 2006, it should be good.
Else, there are some softwares which does the excel to quickbook imports.
Quickbook normally takes only Manual entry for each transaction. But this one should be faster than entering all the transactions manually
:)
Hi, I see you've gotten quite a bit of responses. Here is a simple solution, (I will direct you to a link, however, the link automatically detects your software, and thus guide you through the rest of the setup process, no fuss, no muss)
Here it is: http://support.quickbooks.intuit.com/support/productselection.aspx?status=init
Good luck and let me know how you did!
(I'm not sure if my solution posted --it didn't show me a confirmation)so :
I see you have tons of responses, here is a quick and simple solution (I will direct you to a link, but it automatically detects the software installed on your computer and will guide you from there, simple, no fuss, no muss)
http://support.quickbooks.intuit.com/sup...
Good luck and let me know how you did!
HI
please restalled the software..
check it
Hi buddy,
As quicken recently completed a system upgarde, u might need to modify certain info.......
Carefully follow the instructions and it wld solve ur issue
https://www.ezcardinfo.com/QuickenQuickbooksInstructions.html
********Ur alwyz wlcme-----------**********************
Uhmmm or let me paste all the procedure rather than link...Isnt that g8 :)
If you see the Activate One Step Update prompt during the Web Connect download process, click Yes, and then click Activate.
From Quicken, choose Online menu g One Step Update. In the dialog that displays, choose Activate One Step Update link next to your financial institution’s name. Once activated, you can choose Online menu g One Step Update to perform downloads.
Download Instructions
INTUIT QUICKEN (WINDOWS/MAC) / QUICKBOOKS
As we recently completed a system upgrade; you may need to modify certain information in your Quicken/QuickBooks software to ensure a smooth transition of your target="_blank" rel="nofollow" >Quicken Windows 2007-2008
Quicken Windows 2005-2006
QuickBooks MAC 2006-2007
QuickBooks Windows 2005–2007
Instructions for Quicken Windows 2007-2008
DEACTIVATE YOUR ACCOUNTS
Click OK to close the Account Details dialog. Repeat steps 1 through 6 for each applicable account.Choose Online menu g One Step Update.
In the One Step Update Settings dialog, uncheck any boxes that are checked, and then click Update Now.
If a software update is available, then you will be prompted to apply it now.
Once the update is complete, restart Quicken.
Quicken banking customers: right-click your first account from the list under Cash Flow Center.
Select Edit account from the pop-up menu
In the Account Details dialog, click the Online Services tab.
Click Remove Connection or Remove from One Step Update in the One Step Update area. Confirm the remaining prompts.
Click the General Information tab. In the Financial Institution field, type the name of your financial institution. EDIT any account information that is changing.
REACTIVATE YOUR ACCOUNTS
Repeat steps 1 and 2 for each account that you will use for online banking or investing.Open a Web browser and log in to your financial institution’s Web site and download your transactions into Quicken.
Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a "from" date that does not include records previously downloaded.
Click the Use an existing Quicken account radio button. In the corresponding drop-down list, select the Quicken account.
AUTOMATING YOUR WEB CONNECT DOWNLOADSExpress Web Connect provides the option of activating the One Step Update feature, which automates the downloading of Web Connect >
Instructions for Quicken Windows 2005-2006
DEACTIVATE YOUR ACCOUNTS
Repeat steps 1 through 5 for each account from which you download transactions.Choose Online menu g One Step Update.
Uncheck all boxes and click Update Now.
If a software update is available, then you will be prompted to apply it now.
Once the update is complete, you must restart Quicken.
Quicken banking customers: right-click your first account in the Cash Flow.
Select Edit account from the pop-up menu.
In the Account Details dialog, click the Online Services tab.
Click Deactivate in the Transaction Download area. Confirm the remaining prompts.
EDIT any account information that may be changing. Click OK to close the Account Details dialog.
REACTIVATE YOUR ACCOUNTS
Repeat steps 1 and 2 for each account that you will use for online banking or investing with your Financial Institution.Log in to your Financial Institution's Web site. Download your transactions to Quicken. Important: To avoid the possibility of creating duplicate records when downloading into Quicken, select a "from" date that does not include records previously downloaded.
Click the Use an existing Quicken account radio button. In the corresponding drop-down list, select the applicable Quicken account.
Instructions for QuickBooks MAC 2006-2007
DISABLE YOUR ACCOUNT
Repeat steps 2 through 6 for each account from which you download transactions.Choose Lists menu g Chart of Accounts.
Select the account to disable in the Chart of Accounts list, and choose Edit menu g Edit Accounts.
EDIT any account information that is changing.
Click the Online Settings button.
Select Not enabled from the Download transactions drop-down list.
Click Save.
RE-ENABLE YOUR ACCOUNT
Re-enabling your account is as easy as downloading from the Web site. Anytime after the conversion, log in to the Web site and download and save your Web Connect file (.QBO file extension) to your Mac.
Important: To avoid the possibility of creating duplicate records when downloading into QuickBooks, select a "from" date that does not include records previously downloaded.
In QuickBooks, choose Banking menu g Downloaded Transactions. Click OK if any informational prompts display.
In the Downloaded Transactions dialog, click Import File to import the account information contained in the Web Connect file that you saved. Select the Web Connect file, and click Open.
The Account Association dialog displays during setup only. Click Select an Account to choose to map the online account to an existing account register. Then click Continue.
Click OK to any informational prompts.
Repeat steps 1 through 4 for each account that you previously disabled.
Verify that all transactions downloaded successfully into your account registers.
First of all tell us what message you get , so that we can understand why Quickbook is blocking the installation.
The answer are serious, it is you that did not answer to our question.
First follow instructions here to keep bank register on quickbook.
Then tell us what message do you get, telling you that you cannot download the transactions.
If you start the download something should happen.
Thanks
Hi
Restart the system and then try it..
thank you
Hi
First check it will support for mac os..
If its supported means reinstall the software and then try it....
If its not supported to the os means download the software for mac os and then try it...
check this link for quickbooks for mac os..
http://quickbooks.intuit.com/product/acc...
thank you