Banking

Thanks for joining this thread and alerting us about this auto-import of statements issue, @MediaPete. I’m here to share an update with you.

At the moment, our engineers are conducting an investigation concerning Wells Fargo transaction feeds that aren’t updating. With this, I highly suggest contacting our support team to get you added as an affected user.

You can follow the steps above to connect with our live representatives. No worries, you’ll receive a notification once the resolution is rolled out.

In the meantime, you’ll want to manually upload your entries in a CSV or QBO file format. This way, you can immediately categorize and match them in the program.

Here’s how:

1. Sign in to your bank’s website.
2. Follow the instructions on how to download CSV files of your transactions to your computer. 
3. Check the date range. It should be at least one day before the date of your oldest transaction.
4. Download and save the file.
5. Go to your Banking page within QuickBooks.
6. Select the Wells Fargo tile, then select the Link account dropdown.
7. Click Upload from file.
8. Follow the onscreen steps to complete.
   

You can access this article to learn more about the process: Manually upload transactions into QuickBooks Online.

If you want to reduce the time managing your statements, you can also create and use bank rules. Once everything is good, check out this reference to ensure your account is balanced and accurate: Reconcile an account in QuickBooks Online.

Never hesitate to reach back out if you have any other banking concerns. I’ll make sure everything is covered, and you’ll get updates as soon as possible. Keep safe always!