MarkAngeloG
QuickBooks Team

Banking

Hi there, Kim, and @cmargerpositionwealth.

 

I deeply understand how crucial it is for you to link Fidelity with QuickBooks Online. I assure you that I'm here to assist you in getting the best help available.

 

As of now, I recommend uploading your bank transactions manually so you can categorize and reconcile them.

 

We've received reports of users experiencing this issue, and I recommend contacting our QuickBooks support to be added to the affected users.

 

Here's how:

 

  1. Head to this link: Contact Us.
  2. Select QuickBooks Online product and click Continue.
  3. Select 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.

 

Furthermore, you can learn how to find missing transactions downloaded from your online bank and credit card accounts.

 

Let me know if you have additional concerns about linking your bank account to QuickBooks Online. I'm always here to assist you.