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A
autotekk189
April 13, 2024
Question

I have 3 Wells Fargo accounts linked to my QuickBooks online. one account is not downloading statements so I can reconcile my account. The last statement was Dec. of 2023

  • April 13, 2024
  • 1 reply
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1 reply

4
4Gal
April 13, 2024

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

 

J
Jelayca V
April 13, 2024

I appreciate you for letting us know about the banking issue in QuickBooks Online (QBO), autotekk189. I'm here to help you get your most updated bank transactions. 

 

QuickBooks uploads any new transactions when you link your online bank and credit card accounts. If you’re not getting the latest ones, I suggest manually updating it to re-establish the connection. Here's how:

 

  1. Go to Banking from the left menu.
  2. Select the Update or Refresh button in the upper right-hand corner.
  3. Wait until it's done.

 

If you're getting the same result, I recommend signing in to your bank's website. Then, check if there are alerts or notifications for known issues that may block QuickBooks from downloading new transactions.

 

I've also attached an article to help you match your bank and credit card statements in QBO: Reconcile an account in QuickBooks Online

 

Please don't hesitate to reach back if you have you encounter a specific error. I'll be here to lend a hand.

F
fixitdamnit
May 21, 2024

My employer opened several new accounts with Wells Fargo. I have linked them all under BANKING in QBO.

One account, the MAIN BUSINESS account is not showing on the BANKING PAGE.

I believe it may have something to do with the new format OAuth. All the other accounts are reflected and are updated. There is not a problem with the banks connectivity.

The workaround was to download the banks transactions and import them into QBO - but how can that be done if the account is not showing on the BANKING page?

This is unacceptable for as long as this problem as been going on. Do you expect every business to hand enter all the transactions!

WHEN WILL THIS BE FIXED?

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