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isaie.simonnet
Level 1

Can users request to add support for WealthSimple in the Banking tab? Easy steps go to: > Banking > Add account > Enter Welathsimple.com > Add missing bank Thanks

 
1 Comment
JessT
QuickBooks Team

Can users request to add support for WealthSimple in the Banking tab? Easy steps go to: > Banking > Add account > Enter Welathsimple.com > Add missing bank Thanks

I'm glad to see you sharing how to request support for your bank, Isaie!

 

These steps are correct, and usually, users will see the button that says Request support for your bank. They can just click on it, enter the bank name (without the .com) and its web address, and then click on Request.

request support for your bank.PNG

Our Online Banking team will contact their bank, hoping they will provide a connection feed to QuickBooks. The more requests from the bank's clients, the greater the chance that their bank will provide a banking feed.

 

In the meantime, a user can download bank transactions in a Web connect file to upload them into QuickBooks. After that, they can match and categorize them, and then reconcile their account.

 

Feel free to visit the Community back if you have or questions or something to share. Have a lovely weekend!