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cmargerpositionwealth
Level 4

Linking Fidelity Investments to Quickbooks.

QB just sent another bogus update that "action on your part is required". They're asking us to log into Fidelity, check if our Fidelity account is active, and to acknowledge any terms and conditions. All of this has been done. FIX THE BROKEN LINK! This is not Fidelity's fault. Not sure how many different ways we need to say it. Other third party accounting software is successfully connecting to QB. Please don't send us bogus updates until the problem is FIXED.

U2500
Level 2

Linking Fidelity Investments to Quickbooks.

It has not been resolved. Each time I open QBO, I have to reconnect 6 Fidelity accounts in 5 companies to update the accounts.

 

Can't find this account

This account isn’t available. If there’s a temporary error at your bank, it should get fixed soon. If this account no longer exists, you can disable this connection. Otherwise, try linking the account again. (324) Reconnect your account

 

-----Original Message-----

From: QBOCare <[email address removed]>

Sent: Tuesday, March 12, 2024 10:51 AM

To: [email address removed]

Subject: QBOE Support has resolved your case 15114124452

 

Dear Valued QuickBooks Online Customer,

 

We are pleased to inform you that your issue has been resolved. The resolution has been implemented and this bank account should be ready for your use.

 

If you require additional information, please call QuickBooks Support at [removed] to speak with a support person directly or you can use the Help link found on the top right of any screen in your QuickBooks Online company. From there, you can search for the best answer to fit your question or contact QuickBooks Customer Care if needed.

 

Thank you,

QuickBooks Online Support

BeyondTheBox
Level 3

Linking Fidelity Investments to Quickbooks.

Confirm. NOT FIXED

QB - Provide and update here immediately.

MODS - Please see that QB Responds.

RoseJillB
QuickBooks Team

Linking Fidelity Investments to Quickbooks.

Hi there, @U2500.

 

I’ve noticed that you posted a similar concern to this forum concerning bank connectivity to QuickBooks Online.

 

In that manner, my colleague has already responded to your other post and outlined a solution to get things sorted out. If you have not yet been notified of my response, you can go to this link to be routed accordingly: https://quickbooks.intuit.com/learn-support/en-us/banking/re-where-did-the-fidelity-com-connection-g....

 

Feel free to reach out to the Community whenever you have any questions or concerns about QuickBooks. I am here to assist you in any way possible.

BeyondTheBox
Level 3

Linking Fidelity Investments to Quickbooks.

Are you folks incapable of investigating on your own?

 

Many reports of this problem and no clear evidence that calling will resolve. Why not post what will likely be done on a call so we can determine how much will be redundant attempts vs. real measures to a resolution. I am struck by the fact that no one at QB has taken ownership of this and run it to ground. Why repeat the same calls when there is clearly an issue between QB and Fidelity (and not one caused by the user). Have faith in us and investigate.

cmargerpositionwealth
Level 4

Linking Fidelity Investments to Quickbooks.

Has anyone researched QB alternatives? Rather change now early in the year. This dog and pony show is frustrating. 

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