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I'm here to help you all the way, morrantia.
Let's narrow down this issue with syncing Wells Fargo with QuickBooks Self-Employed (QBSE). May I know if you encounter an error code? If so, please let me know. This will help me find an accurate solution for the certain error.
If you're not getting any error, then we can try logging in to your QuickBooks Online account using a private or a different browser. Here's how:
Once logged in, go back to your banking page and try refresh your bank account manually. If it rectifies the problem, clear the browser's cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. Or you can use other compatible browsers. It could be that the one you're currently working on has a temporary issue with QuickBooks.
I'm also including here an article that contains details about adding older transactions in QBSE for future reference: Add older transactions to QuickBooks Self-Employed
Once your bank account is updated, you can categorize the transactions to ensure your financial records are correct. For more guidance, feel free to check out this article: Categorize transactions in QuickBooks Self-Employed.
You can always get back here in the Community if you have any other questions. I'll be more than happy to assists you. Wishing you all the best.
Hi morrantia,
Hope you’re doing great. I wanted to see how everything is going about syncing the Wells Fargo account with QBSE you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.
Looking forward to your reply. Have a pleasant day ahead!
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