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November 26, 2024
Question

Why are my personal Wells Fargo accounts showing up in business linked accounts?

  • November 26, 2024
  • 2 replies
  • 0 views

I am a long time QB Online customer and I just noticed when I went to Transactions, Link Accounts, Manage Connections that my personal WF bank accounts are showing up on the list along with the business accounts that I manage.  I'm not sure how that happened, they are not visibile in QB as bank accounts, but why are they showing up in the account list at all?  I am using a WF Guest User ID with only access to the 4 accounts for the business.

Any help would be appreciated!

Thanks!
Lisa

 

 

2 replies

JoesemM
November 26, 2024

The Manage connections feature in QuickBooks Online displays all connections made via bank feeds from the same institution, sbycalviso. Here are more details about how it works.

 

QuickBooks streamline financial management by consolidating these accounts, but it doesn't have any control over your bank permissions or access. You may contact the Wells Fargo Support team for this matter.

 

When you link your Wells Fargo accounts to QBO using the same login credentials, all associated accounts, including personal and business ones, become accessible through the QuickBooks platform. While this connection cannot be removed, you don't have to toggle switches to prevent transactions to imports from your bank.

 

Once your bank transactions are ready, you can categorize the transactions and reconcile your bank accounts. This process organizes your financial data and ensures the accuracy of your records.

 

If you need help with bank connectivity or have any queries related to QuickBooks, feel free to reach out. I'm here to assist you anytime.

BigRedConsulting
November 26, 2024

RE: Why are my personal Wells Fargo accounts showing up in business linked accounts?

 

This is up to the bank.  My personal experience with Wells is that then you go through the process to create a connection with them, they return all your accounts to choose from.  They don't care about the type of account.