cmargerpositionwealth
Level 4

Banking

Kevin: Thanks for responding. I've already been added to the list for INV-96962. This is one issue in a long line of connection issues we've had over the 6 months we've been using QBO.I don't understand how this product could be so unstable. When we first joined on, the link to our previous bank failed one day, and it took months to resolve (Woodforest National Bank). Just the other day I had the same Chase credit card transaction show up on multiple employee cards, throwing everything out of balance. Now the Fidelity Investments linking isn't working. I'm seeing multiple reports of these types of issues on your forums. Our company is in the financial advisory business, and we use these account aggregation services for our clients, with very few issues. I don't understand how a company as big and established as QB can continue to have linking/aggregation issues. We are paying good money for an inferior product.