▪ Sign on to your QuickBooks Online account and go to the Banking menu on the Navigation Bar.
▪ Select Wells Fargo Bank as your Financial Institution.
▪ Follow the process to connect your accounts.
▪ Connect your Wells Fargo bank and credit card accounts for automatic download and categorization.
▪ Invoice with QuickBooks custom reminders, tracking, and direct deposit.
▪ Control your cash flow. Stay on top of who owes you, how much, and when their payments are due.
▪ Manage your bills. Create recurring payments and track bill payment status.
▪ One-click reporting. View your profit & loss, balance sheet, and dozens of other reports.
Intuit assistance
- Intuit, the maker of QuickBooks, can also help you with non-banking issues. Get Intuit customer care support by visiting https://help.quickbooks.intuit.com/.
- Or contact:
- QuickBooks Desktop: 1-877-797-5809
- QuickBooks Online: 1-800-488-7330
If you do not have an Intuit Support Plan, the cost for a one-time support call is $59.99 per call.
OL-202 Warning: Unable to connect. Try again later.
If the warning occurs when you click Send in the Online Banking Center, it may indicate a server issue, and you should try again later.
However, if you receive the warning after repeated tries, or over an extended period, there may be a problem with your network configuration.
Make sure that your internet access is functioning properly outside of QuickBooks, and that the Internet Connection Setup is configured correctly in QuickBooks. (The internet Connection Setup is found on the QuickBooks Help menu.)
Additionally, if you use firewall software, make sure it is configured to allow QuickBooks access to the internet.
Due to the complexity and variation in network configurations, internet service providers, and firewall software, we are unable to provide support for any of these setups. If you need further assistance, please check with:
- Your system or network administrator (if you have one), or the person who set up your network.
- Your internet service provider (ISP).
- The vendor from whom you bought the firewall software, or the manufacturer’s website.
- A local computer consultant.
OL-206 Unexpected Error
To resolve this error, please call us at 1-800-956-4442 to clear the "error recovery" status from your company file. We are available 24 hours a day, 7 days a week.
OL-304 Account Not Recognized
Your account number was not recognized. Please verify the account number, account type, and routing number in the Account List.
When online services are activated for an account, you cannot change the account number because it is part of the information required for QuickBooks to connect to the correct account at your financial institution.
To change your account number, you must first remove online services from the account, then set up the account again for online services, and enter the new account number.
OL-233
Message Received
Unable to obtain or update important information about this financial institution. Please try again.
Possible Reason
Wells Fargo's server is down.
Solution
Try again later.If the error persists, refresh the financial institution information stored in the QuickBooks data file:
- From the QuickBooks Banking menu, choose Set Up Online Financial Services, and then choose Online Financial Institutions List.
- Scroll through the list of financial institutions on the left and select your financial institution.
- Click Apply Now.
- After the page for your financial institution is displayed completely, close the window by clicking the X in the upper right corner of the browser directly above the QuickBooks logo. You do not need to fill out the application. Once the transmission of online information is complete, the Updating Financial Institution Information window will close, and you should be able to complete your online banking.
OL-202, 231, 232, 248,249, 297
OL-231,232
Message Received
Unable to obtain or update important information about this financial institution. There may be a problem with the internet connection or server. Please try again.
Possible Reason
Wells Fargo's server is down, or you have an outdated security certificate.
Solution
Try again later or Download the latest update from Intuit at https://community.intuit.com/products/quickbooks-help-en-us
OL-332
This error is the result of the ID and/or PIN stored in Quicken being incorrect, or in the incorrect case.
OL-304
Message Received
An error has occurred. Please try again later.
Possible Reason
Your transfer amount exceeds your account balance. You do not have sufficient funds.
Solution
Reschedule the transfer for a different amount or fund your account and reschedule transfer.
OL-334
The ID being locked out after five failed attempts to log in causes this error. To fix the error, you need to have the password reset. Please contact us at 1-800-956-4442. We are available 24 hours a day, 7 days a week.
OL-393
Message Received
You have entered an incorrect PIN several times in a row. For security, your account is now locked.
Possible Reason
You have entered the wrong ID or PIN.
Solution
If you have changed your PIN from the original PIN sent to you from Wells Fargo when you signed up for the service you can reset the pin by calling Wells Fargo's customer service at
1-800-956-4442
if you still have the original PIN. If you no longer have your original PIN, please call Wells Fargo's customer service at
1-800-956-4442
to obtain a new PIN.