Chase may not provide statements through Third Party Access. If statements don't arrive, connect with the account owner's login.

If your client uses Chase and gave you a read-only accountant login, your client can turn on Third Party Access for that login. You can then use it to connect Chase to LedgerSync through MasterCard. The article "Third Party Access Chase Bank" shows the steps.

Why connect Chase to LedgerSync when you can log in to Chase yourself?

A connection saves you from downloading and uploading statements by hand, and it gives you more:

• Statements arrive automatically. LedgerSync checks for new statements on its own schedule.
• LedgerSync Close is available now. It is the LS QBO Validation page in the top menu. Employee logins cannot open it; administrator logins can. It compares the statements in LedgerSync with the transactions in QuickBooks Online and flags transactions that are missing from either side.
• We watch for late statements. LedgerSync checks every day that banks are still sending current statements, and alerts our team when one stops.

What LedgerSync can do with the connection

LedgerSync only reads bank data, such as statements and transactions. It has no feature that moves money.

When your client connects Chase through MasterCard or MX, they sign in and approve access on Chase's own page.