Thoroughly disgusted with the "Customer Care Team" response.  I tried contacting them through the online chat.  The representative exited the chat as soon as I mentioned the Fidelity Investment issue.  With that, I assume there's no resolution yet, but it's a bitter pill to swallow when the "support" we pay for "runs and hides".  Will be looking for another provider.

I had a similar experience. I was able to connect Fidelity accounts through the Fidelity Netbenefits website. It is supposed to be for employer sponsored accounts, but it worked for my other accounts as well.

Thank you so much.  I tried it and it worked.  WHEW!   I read earlier that someone tried this and initially worked, but then failed like the original connection.  Like everyone else, hoping to get books closed, 1099s and stuff done early.

There's still absolutely no excuse for the customer care rep to just leave the conversation.

My issue is that i had already established a link between FID and QB. Now that link is broken. So if i establish a new link, it creates 2 separate QB accounts. The rep tried to merge them with me and we were getting an error message. I can definitely get a new link, but i have hundreds of transactions under the current account. My only option at this point is to manually enter all transactions through 12/31, then re-establish the FID link and start fresh for 2024. The reps are the worst. I feel like they don't know how their software works, then are constantly putting me on hold, they clearly don't have a CRM to look at our previous conversations, etc.

I just finished another chat with QB. This is what they told me. Wondering if anyone has received any emails or updates from QB on this matter? Guess I'll wait and see if they actually update us. The link to FID is still broken.

QB just sent this email out and it doesn't work. They did NOTHING to fix this issue. All they did was send us a list of troubleshooting tips. The connection is still broken:

Dear Valued Customer, 

If you’re still seeing an error or aren’t seeing your transactions, we advise you to re authenticate your connection. Please follow these steps to refresh your connection so the impacted account can resume downloading transactions into QuickBooks.

1. Sign in to QuickBooks Online.
2. Go to Bookkeeping then Transactions then select Bank transactions, or go to Banking.
3. Select Update.
4. If you still see the error, look for a banner on the Banking page. Select Check connections link and follow the steps to fix the issue.
5. When it comes to you selecting the account you want to reconnect, select Fidelity - Investments & Retirement Accounts.

Thank you for using QuickBooks Online.

The QuickBooks Online Support Team

Thank you for bringing this to our attention, cmargerpositionwealth.

It can be disheartening when a solution doesn't work as expected, and I can understand how this may be impacting your workflow. I'm here to help ensure your concern about the Fidelity bank connection is addressed by the appropriate channel.

In situations like this, we'll need to go over the connection between QuickBooks Online (QBO) and your Financial Institution (FI). For security reasons, I still advise contacting our QuickBooks Online (QBO) Care Team for further investigation. 

They also have access to tools that can help determine why you're still unable to connect to Fidelity bank. Our specialists will assist you in applying the permanent fix once it becomes available.

To obtain the support details:

1. Open your company and click the Help icon in the upper right to display the support window.
2. Choose the Assistant tab and enter a brief description of your concern in the Type something bar. For example, update the employee's information. 
3. Press the Get help from a human link to see more options.
4. In the How would you like to connect with us? section, choose Chat to initiate a conversation and Callback to speak with an agent.

When you have your online banking connection working back to normal, make sure to classify the downloaded transactions into the correct category. This lets you reconcile the account smoothly. 

If you encounter any hurdles with your bank feeds in the future, these resources contain solutions on how to troubleshoot them:

• What to do if you can’t find downloaded transactions in QuickBooks Online
• What to do if you get a bank error or can't download transactions in QuickBooks Online

Don't hesitate to let me know if you still have concerns about your bank feed connection and other banking-related concerns. Please know I'm always ready to lend a helping hand, cmargerpositionwealth. Have a good one. 

You have to go to the bank account and click the pencil icon. Then click the Disconnect upon save and exit button. Then save and exit. This will completely break the link. However, you still have an account in your books you just need to reconnect them. Go the the link account button and follow the on-screen prompts to link the account. It will ask if you want to connect it to an existing account. Make sure you select the account name as it appears in your books. Also, it will ask what date you want to begin importing transactions. Use the first date the connection stopped working. Hope that helps. 

QB finally fixed this.I was able to disconnect and save and reconnect. This was not working for the past few weeks. Hopefully case closed.

I have had the same issue. When clicking the pencil to re-establish connection there is an error. They had established a new connection only to find we could not delete the old one so now I have two of the same account. A bigger insult to injury is the new connection I made stopped working after 4 weeks so I have two dead connections....Quickbooks should I start a 3rd? What is the resolution?

Hello there, Garrettnp.

I recognize the challenges when reestablishing your bank connectivity in QuickBooks Online. Let's try to update your bank account manually, and ensure that there's no transaction on the For Review page. Here's how:

1. Go to Banking.
2. Click Update.
3. If there's prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update. You must enter these credentials within 2 minutes of being prompted.

If the issue persists, we can disconnect your bank and then reconnect it again. Allow me to guide you on how to do it:

1. Go to Transactions, then click Bank transactions.
2. Select the tile for the bank account.
3. Click the pencil icon, then select Edit account info.
4. Select the Disconnect this account on save checkbox.
5. Click Save and Close.

I'll be including these articles for more details and guidance about managing your accounts in QBO that can be helpful in the future:

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

Should you need additional assistance in your bank, feel free to include them in the comments below. I'll be around to lend a hand. Stay Safe!

@Garrettnp - Try those steps again. That was happening to me up until a few days ago. When i re-established the login (while screen sharing with someone with QB), it reconnected the same account. It didn't create the 2nd account, which is the issue we were all having. You just need to select which dates you want to import from, so I used the date when the link was broken. For me it was 12/12/23. You'll have some clean up to do, but it seems to be working now. Until it won't again. Seems to be a common problem. My Chase CCs also had a similar issue a few weeks ago. Good luck. I would screen share on this though so you can have proof. The individual i was sharing with actually had their support with them walking them through it. Don't go it alone unless you have to. If there are any more issues, then they can also create a ticket for you. Good luck! 

The QB Fidelity connection does not hold. I disconnect and reconnect everyday. Thanks QB, this is fun!

The connection between QBO and Fidelity does not hold. I have to reconnect QBO to Fidelity everyday. Thanks QB. This is fun!

We appreciate you for bringing this one to our attention, U2500.

I've checked our records and there's no reported case where customers need to reconnect to Fidelity bank daily to download bank transactions. Did you get any error messages? Any additional information will help me provide the best resolution.

For now, we can sign in to your financial institution's website to check if the issue is on their end. There are times when transactions are stuck in an infinite load if they encounter server issues or have ongoing maintenance. Here's how:

1. Go to the Bookkeeping menu at the left panel and select Transactions, then Bank transactions.
2. Choose Link account.
3. Search for your bank and select it. Then, copy the URL listed for your bank.
4. Sign in to your bank or credit card's website using the copied URL.

If you can sign in, it's a good sign that there isn't a major issue. Then, check the following:

• Check your account for messages, notifications, or alerts.
• Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
• Check your bank’s website for any announcements about new security requirements.

Once everything looks good, access QBO and manually update your bank transactions. This updates all your connected accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions. Here's how:

1. Go to Bookkeeping, and select Transactions.
2. Choose Bank transactions.
3. Click Update.

Here is an article you can refer to for the detailed steps: What to do if you get a bank error or can't download transactions in QuickBooks Online. It also contains links to fix specific download errors.

If the same thing happens, please contact our Customer Care Support. They'll pull up your account in a secure environment and they also have access to tools that can help determine why you're still unable to connect to Fidelity bank. Our specialists will assist you in applying the permanent fix. Here's how:

1. Click on the Help button at the top of the page.
2. Choose the Search tab, then click Contact Us.
3. Type in your concern, and click Continue.
4. Under Callback, click Have us call you button. This will route you to enter your details.
5. After that, select Get a call.
6. You will now be added to the queue and wait for us to call you.

You might find the following articles helpful about adding and matching transactions in QBO: 

• Download, match, and categorize your bank transactions
• Reconcile an account
• What to do if you get a bank error or can't download transactions

I've got your back if you have more questions about managing your banking transactions. Just leave a comment below and I'll be back. 

It is every login. I keep QBO open all day to keep it to daily. After clicking Update, Error msg is Cant find this account. This acct isnt available. If there's a temporary error at your bank it should get fixed soon. Followed by a button reading Reconnect your acct. 

The answer is not a resolution. It is copy and paste basic instructions. I have been on Intuit products since the 80s including involved in assisting Intuit with issues. The QBO Fidelity connection became a major issue for many in the last couple months due to Intuit asking everyone to reconnect. So we know, during your changes, the connection suffered. 

Still not working, can't disconnect.  I get this error:

I appreciate you for bringing this to our attention, Zencatt.

As per checking, I've found an ongoing investigation (INV-95716) regarding customers, receiving an unexpected error when disconnecting fidelity account from QuickBooks Online (QBO). Please know that our engineers are working to fix the issue as soon as possible. With this, I recommend contacting our support team for you to be added to the list of affected users and receive email updates.

Here's how:

1. Log in to your QBO company.
2. Select Help (?).
3. Click Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

In addition, I've added this article for you to learn how to automatically categorize transactions from your bank: Set up bank rules in QBO.

Feel free to come back to this thread if you have more banking-related or any QBO concerns. The Community is here to assist you 24/7.

Still no solution without creating a new account? It's been two months, it doesn't appear "engineers" are working on this known issue.

I have an open case, heard nothing. Please stop telling us to contact support when we have many times to no avail. Maybe you should contact support and discuss refunding the customers.

Hi there, @Zencatt

I understand that you have been facing some challenges with QuickBooks (QBO) where you're unable to disconnect your bank account due to an error. I understand that it can be frustrating when things don't work as expected. However, upon checking the INV-95716 where you received an error message saying, "Something's not quite right" and "There was a problem saving your changes. Please try again later,". I can confirm that we are currently working on resolving this issue.

Please rest assured that we see the urgency of this matter and we are doing everything in our power to ensure that you can smoothly utilize the program. Our engineers are currently investigating the issue and working hard to resolve it as soon as possible.

If you haven't already contacted our phone support, I highly recommend doing so. Our team will be happy to assist you and add you to the list of affected users. They will also notify you via email once the issue is resolved.

In case you encounter any loads with your bank feeds in the future, we have resources that can help you learn how to find missing transactions downloaded from your online bank and credit card accounts also, what to do if you see error messages or don't see recently downloaded bank transactions:

• What to do if you can’t find downloaded transactions in QuickBooks Online
• What to do if you get a bank error or can't download transactions in QuickBooks Online

We are committed to providing you with a seamless experience with QuickBooks, and we appreciate your patience and understanding as we work to resolve this issue.

If there's anything else you need to accomplish with your bank transactions, please let me know by leaving a comment below. I'd be more than happy to work with you. Keep Safe!

Now a new duplicate bank account for Fidelity was created which created duplicate entries in the P & L. I excluded all the of transaction but I would like to merge the two accounts or is the original Fidelity account basically locked from mid December?

The new duplicate account should be transactions from when the feed stopped. Then when you merge you should have everything you need.