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Established Member

Direct Connect Bank Feeds

I have used Direct Connect for bank feeds in the past.  I remember (after downloading  the transactions) that the activity would go directly into my Quickbooks.  There I could code, split, adjust, etc the transactions as needed.    Now it seems to stop to a middle step and wants me to code etc. before getting activity into Quickbooks.  This is not good for my needs.

I phone Wells Fargo and they said there is a setting within QB to get the activity to load directly into QB and avoid that intermediate step.  They transferred me to Intuit so I could quickly get the answer, but Intuit directed me to this means of communication.  

Is there someone who can help me so I can again use the bank feeds Direct Connect the way I remember it?    

4 Comments
QuickBooks Team

Re: Direct Connect Bank Feeds

Greetings, cjpierce.


I appreciate you letting us know that you’ve already contacted Wells Fargo about this issue. I'm here to provide clarification about the issue.


We’ve introduced easier access to financial accounts. QuickBooks now connects to selected banks using the OAuth (an open standard for authentication).


This lessens sync errors and transactions will stay up to date in QuickBooks. However, this process is currently introduced to the online version.

 

To help give you a better idea about the new connection, check out the Bank Feeds Direct Connect FAQ article.

 

I want to ensure I can provide the best resolution, so I just need some additional details about your concern.


What is the exact message? Did you receive an error code?


I appreciate if you can provide a screenshot to help me get on the same page. I look forward to your response.

Established Member

Re: Direct Connect Bank Feeds

Dear Rasa-LilaM, 

Could you please just re-read my original e-mail.  There are no error codes or messages--it is just that transactions don't just transfer from bank to QB DIRECTLY.   I don't want/need info on downloads that can be done with QB Online since I purchased and used QB Desktop.  It would be REALLY nice if there was someone I could speak directly with regarding this issue.

 

I'm looking at info that I printed 2/12/19 from Intuit: WebConnect vs. DirectConnect: Direct Connect: ".....you download transactions directly into QB with one click."  Is this a true statement?  This is what I currently do with Quicken accts, and believed I used to do with QB accounts.  If this is true for QB, please help me with this since Wells Fargo says you should be able to tell me.

 

Frustrated with your new help service, but I thank you if you can help me regarding this very important issue.  Thank you.

QuickBooks Team

Re: Direct Connect Bank Feeds

Thanks for your response, cjpierce.


I appreciate you clarifying about the issue. Let me point you in the right direction so transactions are transferred directly to QuickBooks.


You can select the Talk to a Specialist option to arrange a callback from our support agent. This way, one of our phone specialists can check the online banking set up.


They can also initiate a screen-sharing session to help identify the root cause of the issue and provide a resolution on how to fix the problem. To reach them, follow the steps below:

 

  1. In the upper left hand, go to the Help menu and select Ask Intuit.
  2. On the pop-up, scroll down to the bottom and click the Contact us link.
  3. Enter the issue/topic in the field box.
  4. Choose Talk to a Specialist and click on the Get a callback tab.


In regard to connecting an account, the Direct Connect permits QuickBooks to send information to Wells Fargo, and download data directly from it. This method requires the use of a bank-provided PIN or password. Meanwhile, the Web Connect only allows receiving transactions from a supported file format.


For additional resources, check out the Get started with Bank Feeds for QuickBooks Desktop  and the Import web connect (.qbo) files articles.


This should help you move forward. Please let me know how it goes after contacting our support team. I want to make sure this is taken care of.

Frequent Explorer **

Re: Direct Connect Bank Feeds

I wonder about the possibility of the difference between the Classic mode and Express mode for editing and approving downloaded transactions. 

 

To switch to Classic (Register) mode:

  1. Go to the Edit menu at the top and choose Preferences.
  2. Select Checking from the left, then click the Company Preferences tab.
  3. Under the Bank Feeds section, tick the radio button next to Classic Mode (Register Mode).
  4. Click OK (see the second screenshot).

Maybe that will help?