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QuickBooks®

Spend less time managing your books and more time managing your business

QuickBooks + Wells Fargo Business Online® = good for you; great for business

Put QuickBooks to work for you


Access software

Integrating QuickBooks and your Wells Fargo business accounts is an easy way to manage your business finances. Compare features to assess your business needs.


Save time

Access your business checking, savings, and credit card accounts, and transfer funds. Reconcile your books quickly, and get on to other things.


Pay bills

Add Business Bill Pay to your QuickBooks software, and pay bills anytime. Just set the date and amount, and it’s taken care of. Additional fees may apply.


Integrate information 

Download your Wells Fargo business account directly into supported software with QuickBooks, and elevate your business financial management.

Getting Started

It’s fast and easy to connect with QuickBooks.

▪ Sign up for Wells Fargo Business Online if you haven’t done so already.

▪ Open your QuickBooks software to enroll your accounts.

▪ Select Wells Fargo Bank as your Financial Institution.

▪ Follow the process to connect your accounts.

▪ Automatically reconcile downloaded account activity.

▪ Download transactions and match to accounts you set up.

▪ Transfer between any eligible Wells Fargo accounts.

▪ Pay bills.

▪ Automatic account coding and reconciliation.

▪ QuickBooks remembers your last download, so your books are up to date without duplicate entries.

▪ Run custom reports to better track your finances.

Intuit assistance

  • Intuit, the maker of QuickBooks, can also provide you with help with non-banking issues with your software. Get Intuit support by visiting http://www.quickbooks.com/support.
  • You may also access help from within your software:
    • Choose Help from the QuickBooks menu bar.
    • Scroll through the index for your topic or search by entering words and phrases.
  • Call QuickBooks Telephone Support at 1-888-320-7276, Monday through Friday, 9:00 am to 9:00 pm Eastern Time.

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 5:00 am to 9:00 pm Pacific Time, Sunday through Saturday.

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-301 or OL-393 Warning: QuickBooks and your financial institution cannot exchange data because they have different information for an account.

If you are getting this error message:

  • A QuickBooks online account is not set up properly or was changed.
  • Your QuickBooks software may have an inactive account enabled for online access.
  • You may be connecting with an account that is enabled for online access in QuickBooks but the account is not enabled on our server.

To verify your account information:

  • From the QuickBooks Lists menu, choose Chart of Accounts.
  • In the Chart of Accounts window, select the name of the account you are using when you receive the error message.
  • Click the Account button at the bottom of the list, and then choose Edit.
  • In the Edit Account window, click the Online Services tab. Make sure the number in the Customer ID field matches the username you selected when you enrolled in QuickBooks.
  • Check your account number and make sure it has no dashes or spaces.
  • Check your routing number. Look up your routing number online.

Verify that the account number is incorrect. 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.

Attempt your download again. If the problem persists, please call us at 1-800-956-4442. We are available 5:00 am to 9:00 pm Pacific Time, Sunday through Saturday.

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:

  1. From the QuickBooks Banking menu, choose Set Up Online Financial Services, and then choose Online Financial Institutions List.
  2. Scroll through the list of financial institutions on the left and select your financial institution.
  3. Click Apply Now.
  4. 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

Message Received

Unable to connect. Try again later.

Possible Reason

You have an outdated security certificate or your proxy server connection is incorrect.

Solution

Download the latest update from Intuit at http://www.quickbooks.com/support/updates.html

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 http://www.quickbooks.com/support/updates.html

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.

Still have questions?

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