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C
Callen1
January 24, 2024
Question

How can I connect to my bank using the Online app? I can connect to my bank (Wells Fargo) with my browser (Edge) but cannot connect using the QB Online app.

  • January 24, 2024
  • 1 reply
  • 0 views
The failure is that my credentials are not recognized using the app, but no problem with the QB Online browser.

1 reply

S
Shania_C
January 24, 2024

Hi there, @Callen1.

 

Let me assist you in connecting to your bank with your credentials were not recognized while using the online app.

 

Having too much cache on any application, including QuickBooks Online, can cause malfunctions. The app needs to be reset to ensure proper functionality and display of customers.

 

For iOS:

 

  1. Go to your phone's settings.
  2. Select General, then choose iPhone Storage.
  3. Tap QuickBooks Online from the application list.
  4. Select Offload App to free up the storage without deleting the documents and data for the app.

 

For Android:

 

  1. Go to your phone's settings,
  2. Choose Apps (varies by device).
  3. Select QuickBooks Online from the application list.
  4. Go to the Storage section, then tap Clear Data.

 

However, if the same thing happens, let's uninstall/reinstall the app. For detailed steps on how to do it, please refer to this article: How to download the QuickBooks Online mobile app. Alternatively, you can use the mobile browser to view your customers list.

 

Let me know if you have further concerns about connecting your bank using the QuickBooks Online App. I'd be glad to help you always. Keep Safe!

C
Callen1Author
January 26, 2024

I am having the problem on my Windows 11 PC, not an Apple mobile device. The windows PC is relatively new, has 16 GB Ram and the disk is 10% usage.

K
Kevin_C
January 26, 2024

Thanks for getting back into this thread, @Callen1. I recognize the relevance of the streamlined process of connecting your Wells Fargo account to QuickBooks Online (QBO). Let me share some updates and troubleshooting steps to help fix this issue.

 

Beforehand, may I know if you encountered a specific bank error message while connecting your Wells Fargo account to your QBO account? If so, I encourage you to share it with us in this thread so we can further check here on our end and provide the necessary steps to resolve it.

 

Nonetheless, we can start by signing in to your bank’s website to check if there's ongoing maintenance or an issue on their end. Once signed in, you'll want to review the following:

 

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  3. Check your bank’s website for any announcements about new security requirements.

 

If everything looks good, I suggest following these troubleshooting steps and connecting your Wells Fargo account from there:

 

  1. Restart your computer and browser.
  2. Try using a private or incognito browser.
  3. Clear your browser's cache.
  4. Use a supported and up-to-date browser.

 

However, if you haven't encountered any specific errors and the issue persists, I'd suggest contacting our Technical Support Team. They have the tools to look into your account securely and can do further investigation into this behavior.

 

Please know that you're always welcome to post a reply in this thread if you have any other questions about linking your bank account to QBO. I'll be here ready to assist you. Stay safe!

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