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ccbentley00-gmai
Level 1

What do you do about "Bank connection down" message? Has anyone connected to Fidelity?

Has anyone successfully connected to Fidelity?
1 Comment 1
Rubielyn_J
QuickBooks Team

What do you do about "Bank connection down" message? Has anyone connected to Fidelity?

I'm here to help you figure this out and connect your bank to QuickBooks Online, @ccbentley00-gmai.

 

There are a few possible reasons why you aren't able to connect your bank:

  • Some banks have multiple names on our list. You may want to check and select the correct one, or try all possible links.
  • The bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The bank may not be a participating bank. You can contact the bank to request they establish a relationship with Intuit. 

Now, let's activate your online bank feeds. Let me show you how:

  1. Go to Transactions on the left side, and select Banking.
  2. Click Add Account on the upper right hand part.
  3. Enter the name of your Financial Institution, click Find then choose your bank.
  4. Choose your bank account name.
  5. Enter your sign In information, then click Log In.
  6. Check the box next to the credit card account that you'll be connecting.
  7. Click the QuickBooks Account drop down, and choose the credit card account you created.
  8. Click Connect, and when it is done connecting click I’m done. Let’s go!

I also recommend contacting your bank. They might have an announcement about maintenance or other site changes.

 

I've also added this article that can guide you review downloaded bank and credit card transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Let me know how this goes by leaving a comment below. I'm always glad to help if there's anything else you need with connecting your bank. Have a nice day.

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