Convert Chase statements to QuickBooks.
Checked against the printed balances first.

1. 1Sign in at chase.com and click the Main Menu icon (three lines) in the top left.
2. 2Choose "Statements & documents" from that menu.
3. 3Pick the account, then the year. Statements are listed by closing date.
4. 4Click the Open or Save icon to the right of the statement you want and keep the PDF.
5. 5In the Chase Mobile app the list is under "Profile & Settings", then "Statements & documents" in Document manager, then "Statements". Tap a statement to open it as a PDF and use the share sheet to save it.

Then drop the file above. Several months at once is fine; each statement comes back as its own .qbo file.

Chase statement PDFs open without a password. Nothing to remove before you upload.

Chase offers a QuickBooks (QBO) download under Download account activity for roughly the last two years, and for a recent month that file usually imports fine. For statements older than that window, or when the PDF is what a client handed over, converting the statement gives QuickBooks the same .qbo with the printed opening and closing balance checked first.

From an account page, "More" then "Download account activity" (or the download icon above the transaction list) gives you a date range and a choice of Spreadsheet (CSV), Quicken (QFX) or QuickBooks (QBO). The window is roughly the last two years of activity, which is generous compared with most banks, and for a recent month the QBO file is perfectly usable. What it lacks is the statement itself: no opening or closing balance, no section subtotals, and the descriptions are the online versions rather than what was printed. For anything older than the download window, for a period you need to prove against a closing balance, or when a client hands you the PDFs they already have, converting the statement is the shorter route.

1. 1Drop the statement on the home page. Fix any flagged row (or swap debit/credit if the bank prints them reversed) until the badge is green.
2. 2Click QuickBooks (.qbo).
3. 3QuickBooks Online: Transactions → Bank transactions → Link account ▾ → Upload from file → choose the .qbo → pick the account → Next.
4. 4QuickBooks Desktop: File → Utilities → Import → Web Connect Files → choose the .qbo → select the account.
5. 5Review the imported transactions in the For Review tab and add them.

• Credits and debits are in separate sections rather than columns, so naive converters mix up the sign. We use the printed section subtotals to confirm which is which.
• Dates show only month/day; the year comes from the statement period header.
• The "Daily Ending Balance" table is used to verify running balances even though rows themselves have no balance column.
• Reversed signs: money out imported as deposits. The most common complaint about statement converters. We show you the totals and let you swap before export.
• Duplicate transactions on re-import because the FITID changes each time. Ours is derived from the row content, so the same statement always produces the same IDs.
• "QuickBooks found an error" on upload, usually from a missing INTU.BID, unescaped ampersands or a bad date. Check any .qbo with our free QBO checker.

None of this is bank-specific configuration. The balance check catches these cases for every bank; this list just explains what you will see on a Chase file.

Run it through the free QBO checker. It reads the file in your browser (nothing is uploaded) and lists exactly what QuickBooks will object to: missing INTU.BID, duplicate FITIDs, bad dates, unescaped ampersands, sign mismatches.