GenmarieM
QuickBooks Team

Banking

Welcome to the Community space, jon.

 

I am here to share some insights about the sudden disconnection of your fidelity account to QuickBooks Online (QBO).

 

May I ask if you've encountered any error or if you've received an error message when connecting it again?

 

In the meantime, you can manually update your existing connection.

 

Here's how:

 

  1. Go to Transactions.
  2. Select Bank Transactions.
  3. Beside the Link account, click on Update.

 

Alternatively, I suggest contacting Fidelity to confirm if they still support bank feed connection with QBO or if they've made changes to their online banking website.

 

Moreover, I'm adding this helpful article as your reference in setting up bank rules in QBO: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Come back to this post if you have further concerns or follow-up questions regarding bank connection in QBO. I'll be here to lend a helping hand.