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QuickBooks® Questions

Top questions

How do I connect QuickBooks Online with my Wells Fargo accounts?

Within QuickBooks Online, click Add Account in the Banking tab and search for your bank on the list. Choose the bank account you use for your business from the list, and tell QuickBooks what kind of accounts they are. Remember to use the same login credentials that you use when you visit your bank online.

How do I enroll in Wells Fargo Business Online® and Bill Pay with QuickBooks Desktop?

  • Sign up for Wells Fargo Business Online if you haven’t done so already.
  • Open your QuickBooks Desktop software to enroll your accounts.
  • Select Wells Fargo as your Financial Institution.
  • Follow the process to connect your accounts.

Can I add credit card accounts to QuickBooks Online?

Yes. You can connect your bank and credit card accounts to QuickBooks Online. For detailed instructions, visit QuickBooks Online help.

QuickBooks Online

What is QuickBooks Online?

QuickBooks Online is small business accounting software that connects to your bank account. With simple set-up, you can easily manage your customers, vendors, clients, inventory and finances.

Who is authorized to access my business accounts with QuickBooks Online?

You can allow others to access your QuickBooks Online accounts. For instance, if you want to give direct access to your accountant, you must assign that person administrative rights. Otherwise, you can assign a role to your accountant, or other employee, so that all of you can work on your data simultaneously.

How do I cancel my QuickBooks Online account?

There are two ways to cancel your QuickBooks Online service. You can log in to your account and cancel, or contact the Customer Care Team for assistance at 1-800-4-INTUIT (1-800-446-8848).

QuickBooks Desktop

What is QuickBooks Desktop?

QuickBooks Desktop is a small business finance and accounting software package with optional online banking. You can do your banking and/or Bill Pay with the software if you have a Wells Fargo checking account.

How far in advance should I schedule bill payments with QuickBooks Desktop?

When making a bill payment with QuickBooks Desktop from a Wells Fargo account, you should schedule your payment at least four business days before you want your payee to receive payment. To schedule a payment, enter the date you want the payee to receive your payment. This is the same date that funds will be withdrawn from your account.

Which version of QuickBooks Desktop do I need to enroll?

Wells Fargo supports a version of QuickBooks Desktop that is current or from the prior two years. Access supported software to determine if your version of QuickBooks software is retiring or has already retired.

What is the cutoff time for scheduling transfers and Bill Pay payments?

  • The transfers cutoff time is 8:00 pm Pacific Time. Transfers made after the cutoff time will be posted to your account on the next business day.
  • The Bill Pay cutoff time is 7:00 pm Pacific Time.

After I enroll, how do I access my Wells Fargo business account(s) with QuickBooks Desktop?

After setting up Wells Fargo Business Online and Bill Pay with your software, you will be able to download your Wells Fargo account activity into your QuickBooks register, transfer funds between accounts, and pay bills directly from your QuickBooks Desktop software.

Can I use access levels or assign multiple users?

Yes. You can assign access levels and/or multiple users depending on your version of QuickBooks Desktop software. With QuickBooks Desktop, you can assign multiple users to various access levels, based on the accounting function. Such as, accounts payable, accounts receivable, and sensitive accounting activities, including online banking.

Who is authorized to access my business accounts with QuickBooks Desktop?

Only authorized signers on your business account.

How do I cancel my QuickBooks Desktop service?

To cancel your QuickBooks Desktop service, you will need to contact a Wells Fargo Business Online Customer Service representative at 1-800-956-4442.

Note: If you cancel Wells Fargo Direct Connect service that will not remove your Quicken/QuickBooks related data from your computer. You must also remove or delete your Wells Fargo Direct Connect data as well.