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Banking
Let's sort out this banking issue, amilich.
Upon checking, there's an ongoing investigation about Fidelity account connection issues. I suggest you contact our Customer Support Team to have you added to the list of affected users. Here's how:
- Log in to your QuickBooks Online (QBO)account.
- Click the Help button at the top right corner.
- Go to the Search tab, then select Contact Us.
- Enter a brief discussion of your concern, then click Continue.
- Choose to Have us call you to connect with us.
Our customer support schedule for Plus, Essentials, and Simple Start users is from Monday to Friday, 6 AM to 6 PM PT, and Saturdays from 6 AM to 3 PM PT. If you're using the Advanced version, assistance is accessible 24/7.
Moreover, I'll add this article to help you automatically categorize transactions from your bank: Set up bank rules to categorize online banking transactions in QuickBooks Online.
I appreciate your patience as our engineers are working to resolve this problem. If you have additional banking concerns, just hit the reply button, and I'll get back to help you.