Can anyone get wealthsimple to download transactions?

There are two ways you can download Wealthsimple transactions into QuickBooks Self-Employed (QBSE), Trevor34.

First, you can connect your Wealthsimple account directly to QBSE so transactions are downloaded automatically. However, please note that the number of transactions downloaded depends on your bank.

Here's how:

1. Log in to your QBSE account, navigate to the Gear icon.
2. Select Connect bank.
3. In the search box, enter the name or URL of your bank. Then click Continue. If you've already connected an account, select Connect another.
4. Enter the sign-in info you use for your bank's website.
5. Once done, click Connect.

On the other hand, you can also manually import your Wealthsimple transactions as long as they're saved in a CSV file format.

Feel free to reach back out if you have other questions.