Let's work together and get this resolved, jason@leadprospe.
I've checked our records here and there's no open investigation about Wells Fargo unable to connect QuickBooks.
To fix this, we can try accessing your account using a private browser to check if it'll work. You can use these keyboard shortcuts:
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox: CTRL + Shift + P
- Safari: press Command + Shift + N
If this fixes the issue, we can go back to your regular browser and clear the cache to prevent unexpected behavior in the product. As an alternative, you can also use other supported browsers.
However, if the issue persists, I'd recommend contacting our Customer Support Team. They can guide and provide options on how to handle the specific situation you have.
In the meantime, we can manually upload your bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. I've listed our supported file formats below:
- Comma-Separated Values (CSV)
- QuickBooks Online (QBO)
- Quicken (QFX)
To upload the file, here's how:
- Go to the Banking menu.
- From the Banking tab, click the Upload transactions button.
- Click Browse, then choose the file you downloaded from your bank.
- Select the account you want to upload the transactions into from the QuickBooks account drop-down arrow, then select Next.
- Follow the on-screen instructions, then click Next.
- When you’re ready, click Let's go.
Once done, you can go back to the Banking menu to match and categorize your bank transactions.
Please do let me know if you have any questions or need anything. I’m more than happy to help.
