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brenmercer@gmail
Level 1

Is it possible to link a Wealthsimple Account with Quickbooks?

My corporate account currently has its main chequing and savings account linked to Bank of Montreal.  I have opened a Corporate High Interest Savings Account and a Long Term Investment Account using WealthSimple. I intend to send money from my BMO account to my WealthSimple Account, and I would like to track the transfers and interest earned using Quickbooks Online. When I try to "Link Account", WealthSimple is not an option. Is this possible?  
3 Comments 3
Trish_T
QuickBooks Team

Is it possible to link a Wealthsimple Account with Quickbooks?

Hi brenmercer@gmail,

 

Welcome to Community!  QuickBooks Online offers the ability to link your bank and credit card accounts, so your transactions can be uploaded automatically.  I'd be happy to provide more information, as to why your account isn't listed!

 

When you connect your bank and credit card accounts to QuickBooks Online, there may be times when your bank isn't populating in the list.  This can happen if your bank doesn't connect to all types of accounts, or they aren't a participating financial institution with QuickBooks.  You can enter your bank's URL in the search field, or search by the issuing bank, located on the back of your card. If you're still unable to locate your bank, select Request, then enter the bank's web address (URL) in the field provided, then select Request.

 

Feel free to reach back out with other questions.  We'd be glad to help!

brenmercer@gmail
Level 1

Is it possible to link a Wealthsimple Account with Quickbooks?

Thank you for the reply Trish, 

 

I was unable to find Wealthsimple by searching the name / URL.  I added the account provider name : Wealthsimple , and the sign in URL: wealthsimple.com , and pressed Request, but I have not heard back after one week. 

What should I do in terms of next steps? 

Thank you for your time,
Brennan 

JamesM4
QuickBooks Team

Is it possible to link a Wealthsimple Account with Quickbooks?

Hi there. It's good you've requested access for your bank. While there isn't a estimated time-frame for when the bank will be added to QuickBooks, I encourage you to manually upload your bank transactions in the meantime. Feel free to follow this guide that shows you how to: Manually upload transactions into QuickBooks Online. You're more than welcome to ask other questions, I'm here to help. 

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