Here are the main steps when Using QuickBooks Direct Connect -

1. Log on to the Chase Online Web portal.

2.Click on the "Customer Center" tab.

3.Select the "Activate Access through PFM service" title 

4.Open up QuickBooks on your computer. 

5.Choose your company account from the available drop-down list. 

6.Scroll down and determine "Chase" from the Financial Institutions 

7.Select "Direct Connect" and click on "Next."

8.Key in your Chase Online username and password 

9.Choose the "Download Online Accounts" option and then the "Receive Transactions." option. 

If you're unable to find a detailed understanding of Download Chase Bank Statements to QuickBooks, kindly visit our blog for further information.