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VSHAW
Level 1

Web Connect Desktop Pro 2018

I am unable to download transactions from my Wells Fargo account. When I get to the point of importing  to QB it asks me to set up a bank account and doesn't recognize the ones I already have. Gives me a choice to use one a have (which mine are not listed) or make a create a new account. It also says something about QB online version. Can someone help me?????

Message Attached

6 Comments
Rasa-LilaM
QuickBooks Team

Web Connect Desktop Pro 2018

Hey there, VSHAW.


I’m glad you turned to the Community regarding the error you encounter when downloading transactions via Wells Fargo. Let me help you get past this so you can start accepting transactions.

 

Let's try a few troubleshooting steps to get the online banking working. The first thing to do is deactivate the online services, so you can connect to your account in a clean slate.

 

Before performing the resolution steps, clear any pending transactions. This is to avoid downloading duplicate transactions or duplicate opening balance entries when reconnecting the account.


To deactivate the bank feeds:

 

  1. Go to Lists at the top menu bar, select Chart of Accounts.
  2. Right-click the account that needs to be deactivated, click on Edit Account.
  3. Go to the Bank Feed Settings tab.
  4. Click on the radio button for Deactivate all online services.
  5. You should get a confirmation that you have just disabled one or more online services for the account.
  6. Choose OK.
  7. Click on Save & Close.

Next, let’s begin the process of reactivating the account. To set up the online services, please follow these steps:

 

  1. Click on the Banking menu.
  2. Select Bank Feeds.
  3. Choose Set Up Bank Feed for an Account.
  4. Follow the on-screen instructions to import the transactions.

For the detailed instructions on how import transactions via Web Connect, follow these steps.


Outside QuickBooks:

 

  1. Access your bank’s website through a web browser outside QuickBooks.
  2. Log in to your bank account using your customer ID and PIN or password.
  3. Then download the online transactions activity via QuickBooks Web Connect (.QBO) file.
  4. Next, import the web connect (.qbo) files.

Inside QuickBooks:

 

  1. Go to Banking at the top menu bar, and select Bank Feeds.
  2. Choose Bank Feeds Center, select Wells Fargo.
  3. Click on the Download Transactions button.
  4. A QuickBooks browser window opens and displays your bank's website.
  5. Enter your customer ID and PIN or password.

For more information about the process, check out this link and going directly to the Web Connect section.


That’ll do it. You’re able to download transactions smoothly in QuickBooks.


If there’s anything else that I help you with, feel free to leave me a comment. I’ll be glad to assist further. Have a great rest of your day.

 

VSHAW
Level 1

Web Connect Desktop Pro 2018

Thank you for your response, but this did not work. I received the same message. I am using WebConnect not Direct Connect, if that makes a difference.

VSHAW
Level 1

Web Connect Desktop Pro 2018

Thanks for your response, but this did not work. I received the exact message again. I am trying to use WebConnect not DirectConnect if that matters? 

Rasa-LilaM
QuickBooks Team

Web Connect Desktop Pro 2018

Thanks for coming back to the Community, VSHAW.


I’m here to help get the WebConnect feature setup, so you can start downloading transactions. For the detailed instructions, you can refer to the updated steps I provided above.

 

The resolution steps should point you in the right direction today.

 

Feel free to leave me a comment if you have questions working in QuickBooks. Please know that I'm here to lend a helping hand. Wishing you the best.

 

VSHAW
Level 1

Web Connect Desktop Pro 2018

Lisa,

I have tried this multiple times and the message that I attached to my original message (attached) is what I continue to get. I have tried inside QB and outside QB. Outside QB, I click on the file and it does not download. I recently did a QB update not sure if this is a problem?

HoneyLynn_G
QuickBooks Team

Web Connect Desktop Pro 2018

Hi there, @VSHAW.

 

I appreciate you running some test and trying the troubleshooting steps provided by my colleague. I can help you in resolving your Web Connect issue.

 

Since you've performed the steps given above and still getting the same problem, I'd recommend getting in touch with our phone support agents. They have more tools, such as screen sharing, to investigate the cause of being unable to download the Wells Fargo transactions. 

 

 You can get their contact number through this:

  1. Visit this link: https://help.quickbooks.intuit.com/en_US/contactus.
  2. Select QuickBooks Desktop.
  3. Choose your QuickBooks for Windows version.
  4. Select the issue/topic.
  5. Click the Get Phone Number button to see the support number.

And of course, I’m here to help you if you have other concerns. Please also keep me posted on how the call goes. I'd like to make sure this is taken care of. Have a good one.

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