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Replying to:
GenmarieM
QuickBooks Team

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I appreciate you taking the time to share this concern with the Community, @Garrettnp.

 

I understand how frustrating this situation is on your end. I’m here to route you to the appropriate line to assist you with your fidelity account connection in QuickBooks Online (QBO).

 

Since there's an ongoing investigation regarding fidelity account connection, it is best to contact our Customer Care Support to list you as one of the affected users and give you an update once the issue is resolved.

 

Here's how:

 

  1. Log in to your QuickBooks Online Company.
  2. Click on the Help button at the top of the page.
  3. Choose the Search tab, then click Contact Us.
  4. Type in your concern, and click Continue.
  5. Under Callback, click Have us call you button. This will route you to enter your details.
  6. After that, select Get a call.
  7. You will now be added to the queue and wait for us to call you.

 

Moreover, I'm adding this article this article as your reference in categorizing your online bank transactions in QBO: Categorize online bank transactions in QuickBooks Online.

 

Feel free to return to this post if you have other concerns and follow-ups regarding fidelity account connection in QBO. I'll be here to lend a helping hand.

 

 

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