AOliveti
Level 1

Anyone having issues with Wells Fargo connecting and uploading transactions?

 
RheaMaeH
QuickBooks Team

Banking

Thank you for reaching out to the community, AOliveti. I'm here to help you connect and upload transactions from your Wells Fargo bank account to QuickBooks Self-Employed (QBSE).

 

To start, could you please let me know if you've encountered any error messages or codes while setting up the connection? It will help us understand the issue better and see if other users have faced similar problems.

 

In the meantime, let's try manually updating your bank account by toggling the Refresh all button. Here's how you can do it: 

 

  1. Go to the Gear icon.
  2. Select Connect Bank, then click Back to Manage Accounts.
  3. Click the Refresh all radio button to update your banks. 

 

Also, I recommend checking your bank's website to ensure everything is working fine.

 

 Here's how:

  1. Log in to your bank's website.
  2. Once done, look for any messages, notifications, or alerts. This should tell you if something isn't working.
  3. Then, review your account pages, account history, and transactions. If you can't find these, there may be connection issues.

 

Furthermore, you can check these articles for more resources to help you fix any banking issues:

 

 

As a workaround, you can manually import your bank transactions using a CSV file for uploading transactions.

 

Lastly, you may want to check out one of our help pages as your reference to guide you in managing your bank transactions and connectivity in QBSE: Banking Help for QuickBooks Self-Employed.

 

Please let me know if there's anything else I can do to help you connect your account to QuickBooks. I'm here to assist you. Have a great day.