We appreciate you for bringing this one to our attention, U2500.
I've checked our records and there's no reported case where customers need to reconnect to Fidelity bank daily to download bank transactions. Did you get any error messages? Any additional information will help me provide the best resolution.
For now, we can sign in to your financial institution's website to check if the issue is on their end. There are times when transactions are stuck in an infinite load if they encounter server issues or have ongoing maintenance. Here's how:
- Go to the Bookkeeping menu at the left panel and select Transactions, then Bank transactions.
- Choose Link account.
- Search for your bank and select it. Then, copy the URL listed for your bank.
- Sign in to your bank or credit card's website using the copied URL.
If you can sign in, it's a good sign that there isn't a major issue. Then, check the following:
- Check your account for messages, notifications, or alerts.
- Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
Once everything looks good, access QBO and manually update your bank transactions. This updates all your connected accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions. Here's how:
- Go to Bookkeeping, and select Transactions.
- Choose Bank transactions.
- Click Update.
Here is an article you can refer to for the detailed steps: What to do if you get a bank error or can't download transactions in QuickBooks Online. It also contains links to fix specific download errors.
If the same thing happens, please contact our Customer Care Support. They'll pull up your account in a secure environment and 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. Here's how:
- Click on the Help button at the top of the page.
- Choose the Search tab, then click Contact Us.
- Type in your concern, and click Continue.
- Under Callback, click Have us call you button. This will route you to enter your details.
- After that, select Get a call.
- You will now be added to the queue and wait for us to call you.
You might find the following articles helpful about adding and matching transactions in QBO:
I've got your back if you have more questions about managing your banking transactions. Just leave a comment below and I'll be back.
