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?????
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:
Next, let’s begin the process of reactivating the account. To set up the online services, please follow these steps:
For the detailed instructions on how import transactions via Web Connect, follow these steps.
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.
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.
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:
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.