QuickBooks® (Web Connect)

Wells Fargo is using a technology called Web Connect. This technology automatically launches QuickBooks, downloads account data into your check register, and automatically matches any transaction you have already entered into your register.

  1. Choose an Account for which you would like to receive transaction activity.
  2. Click on the Select button. This will populate a From and To date in the Date Range section. This is the date range whereby transaction activity is available for download. To make a change, highlight and delete the date. You can then enter the appropriate date.
  3. Confirm the From date and the To date of the data you would like to download.
  4. Choose the QuickBooks (Web Connect) option and click on the Download button.

Then follow the directions below based on your software type. For information on supported and retired versions of software, please refer to our retirement guide.

Windows:

  1. A Windows dialog may appear that asks whether you would like to Save or Open the file, select Open.
  2. If this is your first time downloading with Web Connect for this account, a dialog box will appear stating "You are about to download transactions for the following account." The box will include account information, such as the Account Number and Account Type.
  3. You will be asked whether you would like to "Use an existing QuickBooks account" or if you would like to "Create a new QuickBooks account."
    • When QuickBooks confirms that the Web Connect data has been successfully downloaded to QuickBooks, select O.K.
    • Repeat these steps for each account you would like to download into QuickBooks.
  4. Use an existing QuickBooks account:
    If you already have the account set-up in QuickBooks, and you would like to add on to the existing transaction activity, you should select this option.
  5. Create a new QuickBooks account:
    If you have not set-up this account in QuickBooks, or if you would like to start a new file for an existing account, you should select this option. After selecting this option, follow the steps for setting up the new account. You will receive all transactions that fall within the From and To dates you selected in Step 2.

Mac:

  1. File is automatically downloaded to your "downloads or desktop".
  2. You can double click on the .qbo file or go to the File menu in QuickBooks, select "Import from Web Connect Files", double click on the .qbo file located in your desktop or downloads. This will import the transactions into your register.
  3. Repeat these steps for each account you would like to download into QuickBooks.