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Banking
Hi there, @BeyondTheBox.
I understand how challenging on your end to connect your bank to QuickBooks Online (QBO). Let me help you fix this.
Before anything else, I'd like to know what error message you encountered since we received several Fidelity banking connection issues.
In the meantime, we can check your bank's website and check your account's messages, notifications, or alerts if there is banking maintenance. Look for any display issue as you navigate it and check for announcements about new security requirements.
If it's clear, let's try to update your bank connection in QBO. Here's how:
- Sign in to your QuickBooks Online account.
- Go to Transactions, then Bank Transactions.
- Select Update.
You can read this article for more banking error troubleshooting steps: What to do if you get a bank error or can't download transactions in QuickBooks Online.
If you want to categorize your bank transactions automatically, you can read this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.
For additional banking connection concerns in QBO, let us know. We'll be willing to help. Keep safe.