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Replying to:
Carneil_C
QuickBooks Team

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There are possible errors that can prevent the Wise account from connecting, @Newbetteryou. However, I need more details to help me get on the same page. I'm here to provide assistance to help you sort this out.

 

Could you please confirm if you're currently using the QuickBooks Online (QBO) mobile app or the QBO Desktop app? Also, are you having trouble trying to connect a Wise account through an application or bank? Do you encounter specific errors while connecting it with your QuickBooks Online (QBO)? Any additional information you can share would be appreciated.

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For now, I recommend accessing your QBO account in a web browser and connecting your Wise account from there. If the issue persists, you can perform some troubleshooting steps to help rectify the possible browser-related issue.

 

First, open your account in an incognito or private window for testing. Here are the keyboard shortcuts for quick navigation:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

 

If you're able to connect Wise seamlessly, you may get back to your default browser and clear its cache or use a different supported browser.

 

On the other hand, you can manually upload your bank transactions using a CSV file and ensure that you format your data according to the QuickBooks requirements.

 

After that, you can categorize them to ensure that they're posted to appropriate accounts for tracking.

 

If you need additional support in managing your transactions, feel free to explore our QuickBooks Live Expert Assisted services at any time. Our professionals are available to discuss valuable practices to help you organize your entries for precise reporting and tax calculations.

 

Click the Reply button if you require additional assistance in setting up bank or app connections in QBO. We're determined to help you succeed.

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