Accounting
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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.

 

If you want to connect your Chase accounts to QuickBooks:

1. Sign into your Chase for Business Online account
2. Navigate to the account details page of one of your merchant accounts and go to Account activity
3. Click Share with QuickBooks
4. Begin setup process by clicking Get started

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.

After you set up your share, it will take at least 24 hours for your processing data to reflect in 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.

Your transactions will appear in the respective bookkeeping accounts that you specified for each transaction type during onboarding.

To manage the sharing of your payment processing data with QuickBooks: 

1. Sign into your Chase for Business Online account
2. Navigate to the account details page of one of your merchant accounts and go to Account activity
3. Click Share with QuickBooks
4. Select the business you would like to manage

 

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.

After your share is setup no further actions are required. Your processing data will automatically be sent to QuickBooks at the end of each day.

You must make a mapping selection for all 5 transaction types (i.e., card sales, refunds, fees, chargebacks and settlement deposits) in order to complete setting up your QuickBooks share.

The data elements we currently support are card sales, chargebacks, refunds, fees, and settlement deposits.

If you do not see your business while enrolling in the QuickBooks share, please contact our support team at the number found on your dashboard.

If you do not see your company listed on QuickBooks when setting up the share, please reach out to QuickBooks support to resolve the issue.

It's possible that you deactivated a ledger tied to your share. To fix this, reactivate any ledgers that are tied to your share. If this doesn't work, try ending and restarting the share. If neither of these solutions works, please reach out to our support team at the number found on your dashboard.

Pausing the data share will temporarily stop your payment processing data from passing to QuickBooks. 

 

To pause share to QuickBooks:

1. Sign into your Chase for Business Online account
2. Navigate to the account details page of one of your merchant accounts and go to Account activity
3. Click Share with QuickBooks
4. Select the business you would like to pause the data share for
5. Click Pause if you would like to temporarily stop the share. If you decide to pause, you will be able to resume the data share again in the future

 

Once the share is paused, your payment data will no longer be passed to QuickBooks. To resume or continue the data share passed to QuickBooks, select Resume share. 

 

Note: if you do not resume the share within a year, you will have to re-enroll your business to the share.

You can only re-active if the share has been paused. 

 

To re-activate your share to QuickBooks:

1. Sign into your Chase for Business Online account
2. Navigate to the account details page of one of your merchant accounts and go to Account activity
3. Click Share with QuickBooks
4. Select the business you would like to re-activate 
5. Click Resume share

This integration happens at the business/company level. You are only permitted to connect one Chase business to the corresponding business within QuickBooks. You will only be able to select one business within QuickBooks and one corresponding business within Chase during the enrollment process. If you have multiple businesses within Chase and QuickBooks, you will be able to set up the share for each business individually.

You can modify where your card sales, refunds, fees, chargebacks, and settlement deposits are mapped to by:

1. Sign into your Chase for Business Online account
2. Navigate to the account details page of one of your merchant accounts and going to your Account activity
3. Click Share with QuickBooks
4. Select the business you would like to change the mappings for
5. In the Data Pairing section, click Edit to make your desired changes 

In the event your data share stops and Chase data is missing in QuickBooks, please check back in 24 hours. If after 24 hours your data is still not displayed in QuickBooks, please reach out to our support team at the number found on your dashboard.

By ending the data share, you will be de-authorizing the transfer of your payment processing data to QuickBooks and will not be able to turn on the share until you complete the onboarding process again. 

 

To end your share to QuickBooks:

1. Sign into your Chase for Business Online account
2. Navigate to the account details page of one of your merchant accounts and go to Account activity 
3. Click Share with QuickBooks
4. Select the business you would like to end the share for
5. Click Stop sharing if you would like to end the data share to QuickBooks

Please allow 24-48 hours for the transaction batch for that given day to be shared with QuickBooks. If this does not fix the issue, please contact our support team at the number found on your dashboard.

If your data is reporting incorrectly in QuickBooks there may be issues with your mapping configuration. 

 

You can modify your account mapping by:

1. Sign into your Chase for Business Online account
2. Navigate to the account details page of one of your merchant accounts and go to Account activity 
3. Click Share with QuickBooks
4. Select the business you would like to review
5. In the Data Pairing section, click Edit to modify the QuickBooks accounts you would like Chase to use for sharing each part of your payment processing data

 

If this does not fix the problem, please contact our support team at the number found on your dashboard.

If you paused your share and want to turn it back on, you can do so under Share with QuickBooks. Once the share has been restored, the share will begin with your same day processing data and will not include any historical data from when the share was paused.

No, you will need to navigate to each business using the drop down in the Manage QuickBooks Share page to select each business you would like to turn share on or off for.

If you do not see your business after setup, verify that the business you are sharing has a Chase merchant account. If it does, please contact our support team at the number found on your dashboard.

Your processing data will still be visible in your Chase for Business Online account.

Your data will no longer share to QuickBooks and any data that has already been passed will be visible in QuickBooks.

No, it does not impact the share. However, processing data will flow into the mapping you have set-up. You will need to re-map your payment processing data to your desirable QuickBooks ledger. 

 

To modify your account mapping:

1. Sign into your Chase for Business Online account
2. Navigate to the account details page of one of your merchant accounts and go to Account activity
3. Click Share with QuickBooks
4. Select the business you would like to re-map
5. In the Data Pairing section, click Edit to modify the QuickBooks ledger you would like Chase to use for sharing each part of your payment processing data

No, changing your QuickBooks credentials will not impact the share.

No, changing your Chase for Business Online credentials will not impact the share.

This functionality is only available to the primary admin of the business in your Chase for Business Online account. If your business ownership changes please contact our support team at the number found on your dashboard.

Please allow 24 hours after set up for your settlement deposits to share. In this 24 hour period, you may see your deposits in your account prior to seeing it updated in QuickBooks. If 24 hours have passed and you do not see your deposits in your QuickBooks account, please contact our support team at the number found on your dashboard.