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trevor34
Level 1

how to connect to wealthsimple VISA

I'm attempted to connect to my Wealthsimple chequing and VISA accounts. I try to add accounts under manage accounts and Wealthsimple appears as a supported bank but it does not pull any data. Help?

4 Comments 4
ThomasJosephD
QuickBooks Team

how to connect to wealthsimple VISA

We can do some troubleshooting steps to get the data from your bank, trevor34.

 

Before we begin, have you encountered any error messages while trying to connect your chequing and VISA accounts? Any additional information regarding this issue would be appreciated, as it can help us provide you with a more accurate resolution.

 

In the meantime, I recommend checking your bank's website to see if there are any notifications or ongoing maintenance that may be preventing the data from loading.

 

If there are no concerns from your bank's end, you can try refreshing the connection to load the data from your bank.

 

Here's how you can refresh your bank:

 

  1. Go to Transactions.
  2. Click the dropdown button beside the Add transaction button.
  3. Select Manage accounts.
  4. Click the Refresh all button.

 

If the data still doesn't load after refreshing the bank, you can disconnect and reconnect your bank account to ensure it syncs properly with QuickBooks.

 

To disconnect you bank you can follow these steps:

 

  1. Go to Transactions.
  2. Click the dropdown button beside the Add transaction button.
  3. Select Manage accounts.
  4. Click the Bin icon.
  5. Enter DELETE and click the Delete button.

     

To reconnect your bank:

 

  1. Go to Transactions.
  2. Click Connect account.
  3. Select your bank.
  4. Enter your bank credentials.
  5. Follow the prompts to complete the connection.

 

Let us know if you have any other questions or need more support.

trevor34
Level 1

how to connect to wealthsimple VISA

Thanks, I tried all these, still no luck. No accounts show up. No error messages. 

KimberlyS
Moderator

how to connect to wealthsimple VISA

Thanks for following up in this thread and trying out the troubleshooting steps outlined above, Trevor34. You can consider using another browser to isolate cache-file-related issues. I'll explain how this works below.

 

Corrupted cache files can cause unexpected behaviour, interrupting the ability to establish a connection between QuickBooks Self-Employed and your bank account. Switching browsers helps avoid this type of issue, which is specific to the one you're currently using.

 

If the same behaviour persists, I recommend contacting our Live Support team. They have the right tools and expertise to determine why you're unable to link your bank account.

 

Here's how:

 

  1. Select (?) Help, then Contact Us.
  2. Enter your concern in the designated box and click Continue.
  3. Choose Chat or Callback.



 

To ensure you can get in touch with an expert, please also make sure to check their support hours.

 

We're always around in the Community to provide the help you need when managing your bank connection in QuickBooks Self-Employed. Feel free to reply to this thread if you have other questions in the future. Rest assured, we'll get back to you as soon as possible.

trevor34
Level 1

how to connect to wealthsimple VISA

I tried a new browser on my computer and even a new browser on my wife's computer for the first time. Same issue. Logs in but does not show any transactions. 

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