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Direct connect wells fargo not working

As of January 22, 2018, Direct Connect for Wells Fargo is not working.  When I go to the download page, it says I need to "upgrade to Direct Connect".  It was working just fine on January 19.  Also, when I try to log on, the page presented is all jacked-up with no clear place to enter my logon name and password.

I have multiple transactions per day, of which are ACH, EFT, and lockbox deposits.  To enter these by hand is not feasiable. 

Please fix the Wells Fargo issue!

Solved
Best answer 12-10-2018

Accepted Solutions
Established Member

Hi Cathy, Wells Fargo messed with their download options...

Hi Cathy,

Wells Fargo messed with their download options since last Friday 1/19/18, and it may be affecting your Direct Connect link.  This might be a good work around until it's fixed:  

I gave up on connecting to WF directly through QuickBooks several years ago, mainly because I download multiple accounts for different companies.  Instead, I go to Wells Fargo in my internet browser and download transactions from there.  They just changed my download options to Quicken only, but apparently if you change the .qfx to .qbo, it will work as a QuickBooks data file.  Then, in QuickBooks, under "File->Utilities" you can import Web Connect files to your bank feed.  Hope that helps!

16 Comments
Established Member

Hi Cathy, Wells Fargo messed with their download options...

Hi Cathy,

Wells Fargo messed with their download options since last Friday 1/19/18, and it may be affecting your Direct Connect link.  This might be a good work around until it's fixed:  

I gave up on connecting to WF directly through QuickBooks several years ago, mainly because I download multiple accounts for different companies.  Instead, I go to Wells Fargo in my internet browser and download transactions from there.  They just changed my download options to Quicken only, but apparently if you change the .qfx to .qbo, it will work as a QuickBooks data file.  Then, in QuickBooks, under "File->Utilities" you can import Web Connect files to your bank feed.  Hope that helps!

Established Member

I had the same problem.  This workaround works!: download...

I had the same problem.  This workaround works!: download a Quicken file (it's a .qbx file) and change the extension on the file name from qbx to qbo.   It works!!!!  You can download the qbo file through file/utilities.
Active Member

Thanks!!

Thanks!!
Experienced Member

thank you. This is so helpful.

thank you. This is so helpful.
Not applicable

that is so cool! i called WF and they said the qbo should...

that is so cool! i called WF and they said the qbo should be fixed by 01/29/2018
Not applicable

all i see is a .qfx not .qbx from wells fargo. so this di...

all i see is a .qfx not .qbx from wells fargo. so this didn't work for me.
Not applicable

My ability to import WF data only stopped inthe last coup...

My ability to import WF data only stopped inthe last couple of months, I last downloaded 7/3/18.
Please let me know when this is fixed.  Too many transactions to manulally enter.
Established Member

After upgrading from QB 2017 to QB 2018 I immediately had...

After upgrading from QB 2017 to QB 2018 I immediately had an issue with the Bank Feed from Wells Fargo.  I called Wells Fargo Online Services and they walked me through some sort of verification process.  I was immediately up and running.  They had me go to the website www.wellsfargo.com/fmssetup and then sign in and type in verification code and that did the trick.

Active Member

Re: After upgrading from QB 2017 to QB 2018 I immediately had...

Success!   Even with Quicken 2016.  I had been having problems since July 2018.

I "reset" my online account within Quicken 2016 and it prompted me for the security code.  However, after entering it....NOTHING.  The trick to all of this is to use the website link to enter your security code.  Only then do you have 10minutes to perform the "reset" within Quicken.  And just like that its working.  Thanks so much for posting this!

 

Experienced Member

Re: After upgrading from QB 2017 to QB 2018 I immediately had...

I am having same problem. I always used the download and utilities import but my checking account doesn't show. I deactivated account, got code and reactivated. Program still doesn't find and when it has my try to login again it gives me same error and back to fmssetup, it is a total circle. Trying to use qbo it still cant find account and brings me back to WF login and fssetup

Experienced Member

Re: Hi Cathy, Wells Fargo messed with their download options...

I am having same problem. I always used the download and utilities import but my checking account doesn't show. I deactivated account, got code and reactivated. Program still doesn't find and when it has my try to login again it gives me same error and back to fmssetup, it is a total circle. Trying to use qbo it still cant find account and brings me back to WF login and fssetup

QuickBooks Team

Re: Hi Cathy, Wells Fargo messed with their download options...

The steps you tried are the main solutions to fix the error, artamous.

 

Since you're still getting the same issue, I'd suggest giving us a call. We can perform thorough investigation as to why your checking account doesn't show when using Direct Connect.

 

Here's how to get our contact number:

  1. Go to this link https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Desktop, and then choose your version.
  3. Click the Solving Issues & Error Messages topic.
  4. Click the Common Errors sub-topic.
  5. Scroll down and click the Get Phone Number button.

I'll be around if you need more help. Thanks for dropping by.

Experienced Member

Re: My ability to import WF data only stopped inthe last coup...

I'm having the same issue with being able to import statements and I have Nov, Dec and Jan which I don't want to manually input like I did for Jul, Aug, Sep and Oct. Too much! Help please.

Moderator

Re: My ability to import WF data only stopped inthe last coup...

Hello k_jones71,

 

I'm here to take care of you. Let me help you download the bank transactions into QuickBooks Desktop.


Since you're having issues when downloading the bank feeds, you can create a test account and set this up for online banking.

 

If you can download the transaction using the test account, let's go ahead and merge it to your original account.


Here's how:

  1. Click Lists at the top menu bar, and select Chart of Accounts.
  2. Right click anywhere, and select New.
  3. Select Bank, and click Continue.
  4. Enter the correct bank's name in the Account Name field.
  5. Click Save and Close.
  6. Right click the old account, and rename it to the correct bank's name.
  7. Click Save and Close.
  8. Click Yes when you get the prompt to merge the accounts.

For more troubleshooting steps, feel free to check out this article: Bank Feed Errors In QuickBooks Desktop.

 

I'd appreciate if you can update me on how it goes. I'll be here if there's anything else you need. Have a great week.

Established Member

Re: Direct connect wells fargo not working

I have been having trouble for months on two of my Wells Fargo accounts.

Moderator

Re: Direct connect wells fargo not working

Thanks for bringing this Wells Fargo issue to my attention, thesprucekitchen,

 

I want to make sure you're able to use the product to its full capacity.

 

To start with, I'd suggest following the steps provided by my colleague PreciousB

 

However, if the issue persists, I’d recommend reaching out to our Technical Support team. They have the tools to further check the error via remote access securely.

 

To contact us, here’s what you'll need to do:

  1. Go to this link https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Choose your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Should you need additional assistance while managing your bank transactions, please do not hesitate to leave a comment below. Have a great day!