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autotekk189
Level 1

I have 3 Wells Fargo accounts linked to my QuickBooks online. one account is not downloading statements so I can reconcile my account. The last statement was Dec. of 2023

 
6 Comments 6
4Gal
Level 11

I have 3 Wells Fargo accounts linked to my QuickBooks online. one account is not downloading statements so I can reconcile my account. The last statement was Dec. of 2023

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

 

Jelayca V
QuickBooks Team

I have 3 Wells Fargo accounts linked to my QuickBooks online. one account is not downloading statements so I can reconcile my account. The last statement was Dec. of 2023

I appreciate you for letting us know about the banking issue in QuickBooks Online (QBO), autotekk189. I'm here to help you get your most updated bank transactions. 

 

QuickBooks uploads any new transactions when you link your online bank and credit card accounts. If you’re not getting the latest ones, I suggest manually updating it to re-establish the connection. Here's how:

 

  1. Go to Banking from the left menu.
  2. Select the Update or Refresh button in the upper right-hand corner.
  3. Wait until it's done.

 

If you're getting the same result, I recommend signing in to your bank's website. Then, check if there are alerts or notifications for known issues that may block QuickBooks from downloading new transactions.

 

I've also attached an article to help you match your bank and credit card statements in QBO: Reconcile an account in QuickBooks Online

 

Please don't hesitate to reach back if you have you encounter a specific error. I'll be here to lend a hand.

fixitdamnit
Level 1

I have 3 Wells Fargo accounts linked to my QuickBooks online. one account is not downloading statements so I can reconcile my account. The last statement was Dec. of 2023

My employer opened several new accounts with Wells Fargo. I have linked them all under BANKING in QBO.

One account, the MAIN BUSINESS account is not showing on the BANKING PAGE.

I believe it may have something to do with the new format OAuth. All the other accounts are reflected and are updated. There is not a problem with the banks connectivity.

The workaround was to download the banks transactions and import them into QBO - but how can that be done if the account is not showing on the BANKING page?

This is unacceptable for as long as this problem as been going on. Do you expect every business to hand enter all the transactions!

WHEN WILL THIS BE FIXED?

jenop2
QuickBooks Team

I have 3 Wells Fargo accounts linked to my QuickBooks online. one account is not downloading statements so I can reconcile my account. The last statement was Dec. of 2023

I appreciate your time in joining us here and raising your concerns about online banking. I see that the manual entry process can be quite tedious. I'm here to provide some guidance on a more efficient approach.

 

Even if a bank account does not appear on the Banking page or is not directly connected to QuickBooks Online, you can still import downloaded transactions for that account.

 

The key is to set it up as a bank in your Chart of Accounts. This will allow you to select the main business account when mapping the data during the import process. 

 

For step-by-step instructions on how to do it, use this article as a guide: Add An Account To Your Chart Of Accounts In QuickBooks Online.

 

Aside from that, you also need to make sure it follows the required file format so you can import it. To help guide you through this process, allow me to share these articles with you: 

 

 

Since you're having some challenges finding the main business account, I suggest contacting our phone or chat support teams. They can thoroughly investigate the situation and determine why the account is not showing up.

 

Here's an article on how to reach out to them: QuickBooks Online Support.

 

I'd also like to share a couple more banking-related articles as additional resources when downloading transactions from your bank:

 

 

Please don't hesitate to reach out if you have any other questions when syncing banking data, categorizing transactions, or using QuickBooks for your bookkeeping. The Community is here to assist you whenever you need further help with the program. 

autotekk189
Level 1

I have 3 Wells Fargo accounts linked to my QuickBooks online. one account is not downloading statements so I can reconcile my account. The last statement was Dec. of 2023

This has nothing to do with what I am having an issue with. Transactions are being downloaded. The statements are not being downloaded at the end of the month

jeanbiverly_
QuickBooks Team

I have 3 Wells Fargo accounts linked to my QuickBooks online. one account is not downloading statements so I can reconcile my account. The last statement was Dec. of 2023

I appreciate you for returning here and clarifying your concern, @autotekk189.

 

Currently, we have an ongoing investigation (INV-104466) regarding missing statements from Wells Fargo Bank. Rest assured, our engineers are working diligently to resolve this issue and get your business back on track.

 

You can contact our support team to receive an email update on the investigation and be added to the list of affected users. Here's how:

 

  1. Log in to your QuickBooks Online (QBO) company.
  2. Navigate to the Help (?) menu.
  3. Open the Search tab, and select Contact Us.
  4. Pick Using QuickBooks or Ask about something else
    • If you chose the latter, input a brief explanation of your concern in the provided field.
    • Click Continue.
  5. Choose the Chat or Callback option.

 

 

In case you need more guidance on reconciling your accounts, visit this article: Reconcile an account in QuickBooks Online

 

Additionally, you can close your books to prevent changes to past transactions. For further details, check out this article: Close your books in QuickBooks Online.

 

I'm still all ears if you've got other concerns related to bank statements. Feel at ease to leave a reply to this thread. Stay safe!

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