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lauren1018
March 15, 2023
Question

Can't connect bank on initial set-up

  • March 15, 2023
  • 4 replies
  • 0 views

Has anyone had an issue with trying to link their bank account?  I am trying to link our Wells Fargo account and I keep getting the following error.  "Sorry an unexpected error has occurred.  We could not fetch your accounts from your bank."

    4 replies

    JaeAnnC
    JaeAnnC
    March 15, 2023

    Thanks for bringing this to our attention, lauren1018.

     

    I understand the urgency of resolving this issue. However, I confirmed an ongoing investigation about Wells Fargo bank accounts getting an error message when connecting to QuickBooks Online (QBO). Rest assured that our engineers are diligently working to identify the cause of the issue and provide you with a fix. 

     

    In the meantime, I'd recommend getting in touch with our customer support so you'll be added to the list of impacted users. This way, you'll receive updates regarding the investigation status through email.

     

    To do that:

     

    1. Go to the Help icon and select the Search tab.
    2. Click Contact Us.
    3. Provide a short description of your concern and click Continue.
    4. Choose between Chat with us or Have us call you.

     

    For now, you can get transactions from your bank or credit cards and import them manually into QBO. 

     

    In addition, I suggest reconciling your bank account monthly to ensure it matches your actual bank statement. This way, your books will be balanced and accurate in particular ways.

     

    Please don't hesitate to reply if you have additional concerns about linking your bank account with QBO. The Community is open 24/7 to assist you further. Stay safe, and have a nice day.

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    lauren1018Author
    April 1, 2023

    @JaeAnnC has there been any updates on this issue?  

      J
      JamaicaA
      April 1, 2023

      I understand the impact of any delay in resolving this issue, @lauren1018. I've got some updates about it and can provide a workaround for you.

       

      Upon checking, the report about the error code you received when connecting to Wells Fargo Bank is still ongoing. Please know that our Engineering Team is working hard to get this issue resolved quickly.

       

      In the meantime, you'll want to consider manually uploading transactions into the program. This way, you can continue working while waiting for this feature to be restored.

       

      After that, read through this reference about matching transactions and putting them in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

       

      Once done, you can review your accounts in QuickBooks to make sure they match your bank and credit card statements. For complete instructions, check out this guide: Reconcile an account in QuickBooks Online.

       

      As soon as an update is received, we'll update this thread. Please don't hesitate to let me know what else I can do to help you today. We're always here for you.

      A
      annie85
      August 16, 2023

      I'm adding myself to the list of customers frustrated by QB and WF not connecting. It has been this way for months.

      J
      Jump_Ace
      August 16, 2023

      And what's worse, both times I've called in about this, the rep has told me that this will be fixed in 24-48 hours and to expect an email in that same time window (no email - shocker!).  I'm not going to wait any longer, I'm going to reactivate my Gusto account.  It would've been nice to have my payroll and taxes under one roof, but thems the breaks.

       

       

      Jerome

      E
      EZaidi
      November 18, 2023

      I am unable to connect my bank account on initial setup and there's no customer support available. It just keeps saying there's technical difficulties - can I please get some support?

      C
      CamelleT
      November 18, 2023

      Yes, we can provide you with support assistance, EZaidi. 

       

      Our customer support team is only available from 6 AM to 3 PM PT on Saturdays. You can reach them again on Monday. Their weekday schedule is M-F,6 AM to 6 PM PT. 

       

      Moreover, to assist you further in connecting your bank, may I know which bank you are trying to link to QuickBooks Online (QBO)? It will help me check whether there's an investigation into this.

       

      I'll share an article to help you access your latest bank and credit card transactions: Download the most recent bank and credit card transactions in QuickBooks Online.

       

      Drop a reply below on what bank you are trying to connect. I'll get back and assist you.

      E
      EZaidi
      November 19, 2023

      Thanks I'm trying to add my Chase bank account.

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      LS68
      June 12, 2024

      I have this issue every single time I login to QB. I have a business checking account and a business credit card account. Usually both are disconnected so I always have to reconnect, but typically only one works. It's just random. It's clear that QB doesn't care to fix this pervasive issue. Terrible.

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      JamesAndrewM
      June 12, 2024

      It is not the experience we want you to have while reconnecting your bank account with your QuickBooks Online. Allow me to share some information that could help you with this matter.

       

      Before anything else, what is the name of your bank institution that you are trying to reconnect to your QuickBooks Online account?

       

      Here are the following scenarios of why you're unable to connect your bank account:

       

      • The bank may not be a participating bank.
      • Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
      • The bank is having a system maintenance.
      • Some banks have multiple names on our list. You might want to check and select the correct one, or try all possible bank URLs.

       

      You'll want to contact your bank and inquire about any maintenance updates or requests for establishing a connection with QuickBooks. Once you've confirmed there are no issues from the bank's side, double-check if you selected the appropriate bank name when linking the account.

       

      Here's how:

       

      1. Go to Banking or Transactions on the left panel.
      2. Select Link account or Add account.
      3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
      4. Follow the on-screen instructions to connect your account.

       

      For detailed information, refer to this article: Connect your bank feed using Open Banking.

       

      However, if this is not the case, I recommend contacting our QuickBooks Online Support. It allows them to look into your account and further investigate the issue.

       

      To speak with one of our experts from QuickBooks Online Support. Please follow the steps below to contact support:

       

      1. Sign in to your QuickBooks Online company. Click Help (?).

      2. Select either tab: Assistant or Talk to a Human.

      3. Search or select Contact Us.

      4. Start a chat with a support expert.

       

      You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

       

      I'm adding this article you can use in the future: Record your payments to credit cards in QuickBooks Online.

       

      If you have more questions about connecting your bank accounts in QuickBooks Online, post them here in the forum. I'll be sure to answer them ASAP! Have a great day!

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