IrishNinoJ
QuickBooks Team

Banking

I appreciate you for bringing this to our attention, Zencatt.

 

As per checking, I've found an ongoing investigation (INV-95716) regarding customers, receiving an unexpected error when disconnecting fidelity account from QuickBooks Online (QBO). Please know that our engineers are working to fix the issue as soon as possible. With this, I recommend contacting our support team for you to be added to the list of affected users and receive email updates.

 

Here's how:

  1. Log in to your QBO company.
  2. Select Help (?).
  3. Click Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

In addition, I've added this article for you to learn how to automatically categorize transactions from your bank: Set up bank rules in QBO.

 

Feel free to come back to this thread if you have more banking-related or any QBO concerns. The Community is here to assist you 24/7.