In 2016 we had an account compromised. We closed the account. They did not pay attention to the items we told them were outstanding and returned them.
A few months later my wife went into the bank and asked if we could download the files into our QuickBooks for our 2016 taxes and she was told yes but I would need to go in as I was the owner of the account. When I went in I was told we couldn't have this in digital format by a rep talking on the phone to somome somewhere else period. I feel like I was lied to not to mention now I will have to enter in all transactions by hand. Thank you chase.
I wish they had told me to download those files before we close the account!!!!
In 2016 we had an account compromised. We closed the account. They did not pay attention to the items we told them were outstanding and returned them. A few months later my wife went into the bank and asked if we could download the files into our QuickBooks for our 2016 taxes and she was told yes but I would need to go in as I was the owner of the account. When I went in I was told we couldn't have this in digital format by a rep talking on the phone to somome somewhere else period. I feel like I was lied to not to mention now I will have to enter in all transactions by hand. Thank you chase. I wish they had told me to download those files before we close the account!!!!