Chase + QuickBooks Online
Import Chase statements into QuickBooks Online — without the data entry
Business checking, Ink credit cards, multi-cardholder corporate statements — all in one workflow. Upload the PDF, our AI extracts every transaction, review, and push straight into QuickBooks Online.
Why this is painful
What Chase statements cost you today
Multi-page statements are slow to type
A Chase Business Complete checking statement is often 10–30 pages. Manual entry into QBO is a multi-hour job per client, every month.
Chase Ink cards have multiple cardholders
Corporate Ink statements bundle every cardholder's purchases. The bank feed flattens them; attribution by hand eats time.
Bank feeds drop out and need re-authenticating
Chase's bank feed disconnects regularly. Statement imports work whether the feed is up or down, so reconciliation never stalls.
Four steps
Chase statement → QuickBooks Online
- 1
Download the Chase statement
In Chase Online → Statements & Documents → choose the closing period → download as PDF. Grab multiple months at once if you're catching up.
- 2
Upload to BridgeBooks
Drop the PDF — or up to 12 statements in one batch — into BridgeBooks. Multi-account, multi-month, mixed checking and credit card all work in the same upload.
- 3
Our AI extracts and dedupes
Every transaction is extracted. Multi-cardholder Ink statements split correctly. 4-level duplicate detection flags anything already in your client's QuickBooks Online so a bank feed and a statement import never collide.
- 4
Review and push to QuickBooks
Adjust vendors or accounts, flag anything uncertain, and push approved transactions directly into the client's QBO file. Post-push edits in QuickBooks sync back to your working record.
Chase-specific details
Built around how Chase statements actually look
- Works with Chase Business Complete, Performance Business, and Platinum Business checking — plus Chase Business savings.
- Handles Chase Ink Business Cash, Ink Business Preferred, Ink Business Unlimited, and Ink Business Premier credit cards — including multi-cardholder attribution.
- Supports both current and legacy Chase statement layouts (Chase has redesigned the PDF a few times; we keep up).
- Pulls monthly service charges, returned-item fees, wire fees, and overdraft fees as separate transactions you can code to the right GL.
- Recognizes Chase QuickPay and Zelle as transfers, not vendor expenses.
FAQ
Common Chase questions
Comparing BridgeBooks to alternatives?
Side-by-side comparisons with the other tools accounting firms consider.
BridgeBooks vs AutoEntry
AutoEntry is a Sage-owned receipt + statement capture tool that supports QuickBooks Online as a secondary integration. BridgeBooks is purpose-built for QBO firms — multi-client workspaces, per-client vendor rules, 4-level dedupe against the QBO file, and a workflow tuned for the monthly accounting close.
Read moreBridgeBooks vs Booke.ai
Booke.ai is a broad AI-first bookkeeping automation play covering categorization, reconciliation, and chat-based clarification. BridgeBooks is purpose-built for one workflow — statement import into QuickBooks Online — with multi-cardholder attribution, 4-level QBO dedupe, and per-client vendor rules. Best fit when statement-import volume is the bottleneck and you want a focused tool, not a platform.
Read moreBridgeBooks vs Dext
Dext is a leader in receipt and supplier-invoice capture. It also handles bank statements, but as a secondary use case. BridgeBooks is purpose-built for statement import into QuickBooks Online — with multi-cardholder attribution, 4-level QBO dedupe, per-client vendor rules, and a workflow tuned for the accounting-firm monthly close. Most firms run both: Dext for receipts and bills, BridgeBooks for statements.
Read moreBridgeBooks vs DocuClipper
DocuClipper is a solid PDF-to-CSV OCR tool. BridgeBooks is a full statement-import workflow purpose-built for accounting firms: one workspace across every client, vendor rules that auto-code transactions on import, and a direct 1-click push to QuickBooks Online with duplicate detection — instead of a CSV you still have to map and upload by hand.
Read moreBridgeBooks vs Hubdoc
Hubdoc is a Xero-first product owned by Xero. It pushes to QuickBooks Online too, but the workflow is shaped around document fetching, not statement-volume processing. BridgeBooks is the QBO equivalent — purpose-built for firms importing dozens of bank, credit card, and Venmo statements per month into client QBO files, with vendor rules, multi-client switching, and duplicate detection built in.
Read moreBridgeBooks vs QuickBooks bank feeds
BridgeBooks isn't a QuickBooks Online replacement — it's a companion. QBO's bank feed handles the happy path. BridgeBooks handles the rest: broken or never-connected accounts, multi-month historical catch-ups, PDF-only sources (Venmo, merchant deposits, some credit unions), and multi-cardholder credit card statements. Same QBO file, same workflow, no duplication.
Read more
See BridgeBooks on your own client statements
Book a 20-minute demo — we'll walk through the full workflow on a real statement, answer your firm's questions, and put together a custom quote.
- Upload to reviewed push, end to end
- Run on a real client statement
- A custom quote for your firm
Request your demo
A real person responds — no automated follow-ups.