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Who can I call to help me connect to my Wells Fargo account????

 
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Re: Who can I call to help me connect to my Wells Fargo account????

It's good to hear that you got your eyes in the Online Banking feature, Tracie. I can help you in connecting your Wells Fargo account to QuickBooks Online.

 

When you first connect your bank account, QuickBooks will download up to 90 days worth of bank transactions. Here's how to do it:

  1. Select Banking on the left menu and go to the Banking tab.
  2. Click the Add account button and search Wells Fargo.
  3. Enter your bank's login credentials and complete the security verification steps.
  4. Click Securely connect and select the bank account you want to connect.
  5. You can click Add new if you haven't set up an account in the Chart of Accounts.
  6. Select Connect.

You can also use this article for reference in connecting your bank account: Add and Connect Bank and Credit Card Accounts.

 

I'll get back to you if you have more questions about this. Have a great day!