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QuickBooks® Questions

Top questions

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.

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 This is the same date that funds will be withdrawn from your account.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.

QuickBooks Online

What is QuickBooks Online?

QuickBooks Online is small business accounting software that syncs with your bank account. With simple set-up, you can easily manage your customers, vendors, clients, inventory and finances — anytime, and with any device.

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.

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.

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

You can provide access and assign roles from within QuickBooks Online, allowing you to both work in your data at the same time. You have the option to allow your accountant to sign in to your company directly. Inviting or removing an accountant user from a QuickBooks Online subscription requires admin rights that you assign.

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 1-800-488-7330.

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.

What are the fees for Wells Fargo Business Online with QuickBooks Desktop?

Access the QuickBooks Desktop fees related to Wells Fargo Business Online and Wells Fargo Business Online with Bill Pay.

Important note for QuickBooks Desktop users: The monthly service fee to access Wells Fargo Online through QuickBooks Desktop is not prorated. If you choose to cancel your service mid-cycle, a charge for the entire month will be assessed.

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, depending on the version of QuickBooks Desktop software, you can assign access levels and/or multiple users. QuickBooks Desktop allows you to assign multiple users various access levels based on the accounting function, e.g., accounts payable, accounts receivable, and sensitive accounting activities (which includes online banking).

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

Only authorized signers on your business account.

Does Wells Fargo Bank support the IIF import file?

Yes, Wells Fargo Business Online offers the ability to transfer account history in an IIF import file.

Additional information on working with IIF Files.

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.