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Level 1

I am unable to connect to Fidelity.com. Fidelity says that it is not on their end since no error messages are coming up in my Fidelity account. I also lost all of my transactions from my business accounts since I tried to reconnect."

 
3 Comments
QuickBooks Team

I am unable to connect to Fidelity.com. Fidelity says that it is not on their end since no error messages are coming up in my Fidelity account. I also lost all of my transactions from my business accounts since I tried to reconnect."

Hello there, @sferrante.

 

In QuickBooks Self-Employed (QBSE), it isn't recommended to disconnect an account (i.e Fidelity) when you're experiencing connection issues or you've encountered any error messages. This is because your transaction history will be deleted permanently. With this, I'd recommend contacting our Customer Care team. They can securely pull up your account, check your online banking logs, and make sure to guide you with a fix. You can contact them from Monday to Friday, 6:00 AM to 6:00 PM PT. Then, from 6:00 AM to 3:00 PM PT every Saturday.

 

In case you want to talk to one of our representatives, you'll have to request a callback. Here's how:

  1. Go to the Assistant menu.
  2. Type Talk to a human (twice) in the Type something field until you see the  I still need a human button.
  3. Click the I still need a human option.
  4. Select the Get a callback option.
  5. Follow the on-screen instructions to complete the process.

 

Once your Fidelity transactions are downloaded, you'll have to review and organize them in QuickBooks. This will put your transactions on the correct line of your Schedule C form. You can refer to this article for the detailed steps: Categorize transactions in QuickBooks Self-Employed. It also includes instructions about editing or recategorizing a transaction.

 

I'm also adding this article to further guide you in managing your transactions in QBSE: Community Help Articles. It includes topics about bank feeds and reviewing transactions.

 

Additionally, I want to make sure I've got everything covered. You can also share with me any error message you've encountered. This way, I can guide you with the exact resolution.

 

Please know that you're welcome to comment below if you have other concerns or follow-up inquiries about managing your Fidelity account and transactions in QBSE. I'm just around to help. Take care always.

Level 1

I am unable to connect to Fidelity.com. Fidelity says that it is not on their end since no error messages are coming up in my Fidelity account. I also lost all of my transactions from my business accounts since I tried to reconnect."

I get error message 103.  I even tried changing my username and password on Fidelity and reentering it in Quickbooks SE without success.

Fidelity says that hey are not receiving any of the attempts (they record any attempted logins).

Very frustrating.

Moderator

I am unable to connect to Fidelity.com. Fidelity says that it is not on their end since no error messages are coming up in my Fidelity account. I also lost all of my transactions from my business accounts since I tried to reconnect."

Thanks for getting back to us, @sferrante.

 

The error 103 that you're getting means the sign-in credentials you entered here are not being accepted by your financial institution's website. There are a few steps you can perform to fix this.

 

Let's start by clicking the Reconnect button. Here's how:

 

  1. Click the Reconnect button that displays within the error message. Make sure to physically type the user name and password.
  2. Tick Update Sign-in Info.

 

If the same thing happens, try searching for the bank using the URL you access to sign in to your bank account (i.e. www.wellsfargo.com). Try all possible results.

 

If the issue persists, refer to this article for other troubleshooting steps: Error 103 for QuickBooks Self-Employed.

 

Please let me know how it goes or if you have any other issues. I want to make sure everything is taken care of for you. I'll be here to assist. Have a good one!

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