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Level 1

We keep getting asked for an American Express Account when we try to connect to our Wells Fargo accounts - we have no American Express card

 
1 Comment
QuickBooks Team

We keep getting asked for an American Express Account when we try to connect to our Wells Fargo accounts - we have no American Express card

I'm here to help you sort this out, user80936.

 

I've got the steps to resolve the issue that you've encountered when connecting your Wells Fargo account. This could be a browser-related issue. The stored cache can affect the performance of QuickBooks Online (QBO) which can result to unexpected behavior.

 

To begin, I suggest logging in to your QBO account via a private window. This doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser. 

 

Here are the keyboard shortcuts: 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, connect your account again. If it works, let's clear the cache of your browser. This helps remove its stored cache so QuickBooks will perform efficiently.

 

If private browsing doesn't work, I suggest using different browsers. They'll provide you the best and most secure experience with QuickBooks. For more details, I encourage you to check out this article: System Requirements for QBO.

 

However, if the issue persists, I suggest getting in touch with our QuickBooks Online Support. One of our representatives can securely look into your account to figure out the main cause of this. Here's how:

  1. Go to the Help menu.
  2. Select Talk to a human.
  3. Type in your concern in the Type something field.
  4. Click the send icon.
  5. Choose I still need a human.
  6. Click Contact Us.
  7. Select the Send a message button.
  8. Enter the necessary details, then click Continue.

 

Aside from connecting your bank account, you can also import your bank transactions manually in QBO. Doing so helps you enter older transactions.

 

Once done downloading your transactions, you can start categorizing them. This will help you in reviewing them to make sure your books are accurate.

 

Let us know if you need further assistance in managing your bank data. Doing so helps us to provide assistance for you.

Need to get in touch?

Contact us