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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?

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  • kennygronnin Nov 18, 2008

    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?
    Serious replies only. thank you.

  • kennygronnin Nov 18, 2008

    Online internet.

  • kennygronnin Nov 19, 2008

    Be advise my Qiuckbooks (Quickbooks Pro 2006- v8.03 r5) software is for a Mini Mac . Leopard platform.

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Hi!!!

what is a quickbook?

Posted on Nov 19, 2008

  • ronald suboc
    ronald suboc Nov 19, 2008

    try to download in windows os
    and then install it in your mac


  • ronald suboc
    ronald suboc Nov 19, 2008

    you must registered first
    if you want the software


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"from Chase" you mean online (internet) or from another computer (include computer specifics).

"Quickbooks 2006 for Mac" what message did you get ?

Posted on Nov 17, 2008

  • monk3ybidzness
    monk3ybidzness Nov 18, 2008

    How about warning or error messages why Quicken won't let you perform such task.

  • monk3ybidzness
    monk3ybidzness Nov 19, 2008

    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


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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


:)

Posted on Nov 19, 2008

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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!


Posted on Nov 19, 2008

  • zabrina liang Nov 19, 2008

    (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!


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HI

please restalled the software..

check it

Posted on Nov 19, 2008

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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-----------**********************

Posted on Nov 19, 2008

  • taran_2005
    taran_2005 Nov 19, 2008

    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 data.

    It is important that you perform the following instructions exactly as described and in the order presented.

    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



    1. Choose Online menu g One Step Update.


    2. In the One Step Update Settings dialog, uncheck any boxes that are checked, and then click Update Now.


    3. If a software update is available, then you will be prompted to apply it now.


    4. Once the update is complete, restart Quicken.


    5. Quicken banking customers: right-click your first account from the list under Cash Flow Center.


    6. Select Edit account from the pop-up menu


    7. In the Account Details dialog, click the Online Services tab.




    8. Click Remove Connection or Remove from One Step Update in the One Step Update area. Confirm the remaining prompts.


    9. 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


    1. 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.


    2. 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 data. To activate the One Step Update feature, take either of these actions:

    • 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


    1. Choose Online menu g One Step Update.


    2. Uncheck all boxes and click Update Now.


    3. If a software update is available, then you will be prompted to apply it now.


    4. Once the update is complete, you must restart Quicken.


    5. Quicken banking customers: right-click your first account in the Cash Flow.


    6. Select Edit account from the pop-up menu.


    7. In the Account Details dialog, click the Online Services tab.



    8. Click Deactivate in the Transaction Download area. Confirm the remaining prompts.


    9. 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


    1. 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.


    2. 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


    1. Choose Lists menu g Chart of Accounts.


    2. Select the account to disable in the Chart of Accounts list, and choose Edit menu g Edit Accounts.


    3. EDIT any account information that is changing.



    4. Click the Online Settings button.



    5. Select Not enabled from the Download transactions drop-down list.


    6. Click Save.
    Repeat steps 2 through 6 for each account from which you download transactions.





    RE-ENABLE YOUR ACCOUNT


    1. 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.


    2. 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.



    3. 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.


    4. Click OK to any informational prompts.

      Repeat steps 1 through 4 for each account that you previously disabled.


    5. Verify that all transactions downloaded successfully into your account registers.

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  1. From the Customers menu, choose Credit card processing activities, and then choose Automatic Credit Card Billing to access the Recurring Charges page.

  2. Print the Automatic Credit Card Billing Authorization Form.

  3. Click Set Up Recurring Charge on the Recurring Charges page and complete all fields.
  4. Click Next to review and save the information. Billing begins on the start date you specify and may be stopped at any time

Posted on Nov 19, 2008

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First of all tell us what message you get , so that we can understand why Quickbook is blocking the installation.

Posted on Nov 18, 2008

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Hi

Restart the system and then try it..

thank you

Posted on Nov 17, 2008

  • Thafa Nov 18, 2008

    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


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    Updating Chase transactions to my Quicken 2008 software.


    I recommend that you contact Chase or Quicken.

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    Working directly with your financial institutions will protect you from identity theft or other malicious activity.

    It might also be good to get another email address using an alias rather than use your name to post requests. Particularly if you name is really Carl Johns and your street number is 239.

    Your identity is your life!

    I hope this helps.

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