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
Try BridgeBooks on your own client statements
First 30 days free, up to 500 reviewed transactions. No card required. Connect QuickBooks and upload your first statement in minutes.
- Connect QuickBooks Online
- Upload a real client statement
- Review and push extracted transactions to QBO