Can I link a wealth simple account to QBO?

Hi there, 

QuickBooks Online allows you to easily connect your bank which helps you to seamlessly manage your transactions. I'll be glad to give you a hand with connecting your bank.

QuickBooks offers a powerful banking feature which helps you organize your transactions. Connecting your bank account has never simpler. I encourage you to check out this helpful article with more info on how to: Connect bank and credit card accounts to QuickBooks Online. 

Based on what you've described, I trust that you've followed the right steps to connect your bank. For any issues with connecting your bank, I recommend checking out this great resource here: 

Find your bank or credit card account when you connect to online banking. 

The article has info on what to do when you can't connect your bank from the list in QuickBooks and other vital information.. 

I hope this info helps. In case you have other questions, feel free to contact our support team using this link here.

Doesn't work. Wealthsimple appears as a bank on the list but does not download any accounts or transactions.

I can connect my Wealthsimple Chequing and even investment accounts but no option for Wealthsimple VISA? Does Quickbooks not support connecting Wealthsimple's VISA Credit Card?

Try opening your QBO account on any private/incognito browser.

Hi there, Mount7taxi. QuickBooks Online does not currently offer a real-time integration for Wealthsimple Visa credit cards.

As a workaround, we recommend manually exporting your transaction data from Wealthsimple and using the Upload from file feature in QuickBooks. Here’s how:

1. In the left-hand menu, click All apps.
2. Select Accounting, then Bank transactions.
3. Click the Link account drop-down menu and select Upload from file.
4. Choose the specific QuickBooks account you want to move the data into.
5. Select Upload from this device to select and import your file.

For more detailed guidance, see this article: Manually upload transactions into QuickBooks Online.

If you have any other questions, feel free to click Reply.