CamelleT
Moderator

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:

 

  1. Log in to your QuickBooks Online (QBO)account.
  2. Click the Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion of your concern, then click Continue.
  5. 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.