Chase Bank Setup Instructions

Due to a recent change in Chase Bank security protocols, we are sending new connection requests to all customers who use Chase Bank. The connection request(s) will be visible on the Home page of Ceterus Bookkeeping. Note that if you have multiple locations, you will need to complete the connection for each individual location.

How to complete the connection:

1. Navigate to the Home page in Ceterus Bookkeeping
2. Click Setup Financial Connection
3. Click Setup Chase Bank Sync

4. Click the blue Connect button

5. Complete the steps as prompted

If you have a Chase account, but you do not see a connection request, or if you have questions about the connection process, please contact us at support@ceterus.com. 

If you are using a personal Chase account/credit card for business expenses (not recommended) you will need to do the following:

1.  Provide statements on a monthly basis. To start, please provide us with all prior statements.
2. Provide a spreadsheet breaking out which transactions are business and which ones are personal, so we can code them accordingly.