Thank you for bringing this to our attention, cmargerpositionwealth.
It can be disheartening when a solution doesn't work as expected, and I can understand how this may be impacting your workflow. I'm here to help ensure your concern about the Fidelity bank connection is addressed by the appropriate channel.
In situations like this, we'll need to go over the connection between QuickBooks Online (QBO) and your Financial Institution (FI). For security reasons, I still advise contacting our QuickBooks Online (QBO) Care Team for further investigation.
They also have access to tools that can help determine why you're still unable to connect to Fidelity bank. Our specialists will assist you in applying the permanent fix once it becomes available.
To obtain the support details:
- Open your company and click the Help icon in the upper right to display the support window.
- Choose the Assistant tab and enter a brief description of your concern in the Type something bar. For example, update the employee's information.
- Press the Get help from a human link to see more options.
- In the How would you like to connect with us? section, choose Chat to initiate a conversation and Callback to speak with an agent.
When you have your online banking connection working back to normal, make sure to classify the downloaded transactions into the correct category. This lets you reconcile the account smoothly.
If you encounter any hurdles with your bank feeds in the future, these resources contain solutions on how to troubleshoot them:
Don't hesitate to let me know if you still have concerns about your bank feed connection and other banking-related concerns. Please know I'm always ready to lend a helping hand, cmargerpositionwealth. Have a good one.
