Download your Chase statements
Where to find Chase business checking and Ink card statements, how far back they go, and how to get them into ZeraBooks as PDFs.
Download a statement
Chase keeps business checking, savings and credit card statements in one place.
Sign in at chase.com on a computer.
Open the main menu at the top left and choose "Statements & documents".
Choose the account, then the month.
Download the statement as a PDF.
In ZeraBooks, click Banks & Cards › Upload statement, choose the matching account and upload the file. See Upload a bank or card statement.
How far back you can go
Chase keeps up to 7 years of statements online, depending on the account.
PDF or CSV
Download the PDF statement. ZeraBooks reads the printed opening and closing balances from it and uses them to prove the month is complete. See How ZeraBooks proves a statement.
Chase also lets you download account activity as a CSV from the account's activity page. A CSV works in ZeraBooks too, but it usually has no opening or closing balance. After you upload one, enter both balances exactly as printed on the statement with Fix statement details… in Reconciliations. See Fix a month that doesn't tie.
Only need the transactions in a spreadsheet? Once you have the Chase PDF, convert it to Excel or CSV with the ZeraBooks bank statement converter.
Important: Chase merchant services (card processing) statements are not bank statements. Upload the checking or credit card statement, not the merchant statement.
Frequently Asked Questions
Where are my Chase Ink card statements?
In the same "Statements & documents" menu. Choose the card account instead of the checking account. Upload card statements into a credit card account in ZeraBooks.
Chase shows fewer statements than I need. What now?
Online statements depend on the account and how long it has been open. Ask Chase for older statements, then upload them oldest first.
Can ZeraBooks connect to my Chase account directly?
No. ZeraBooks has no bank feeds and never asks for your Chase sign-in. Download each statement and upload it.
Which statements should I download?
Every month from the date your books start, for every account, oldest first. Upload one account's statement per file: each statement's opening balance is checked against the previous month's closing balance. See Upload a bank or card statement.
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