Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
July 12, 2024
Question

Why can’t I add my WealthSimple MasterCard?

  • July 12, 2024
  • 2 replies
  • 3 views
I have a WealthSimple cash card and I can’t add it

2 replies

QuickBooks Team
July 12, 2024

Hello david-ford-hotma,

 

Welcome to Community!  QuickBooks Online offers the ability to link your bank and credit card accounts, so your transactions can be uploaded automatically.  I would be happy to provide some insight here!

 

You can connect your bank and credit card accounts to QuickBooks Online seamlessly.  However, there may be times when your bank doesn't appear in the list.  This can happen if your bank doesn't connect to all types of accounts, or they aren't a participating financial institution with QuickBooks.  You can enter your bank's URL in the search field, or search by the issuing bank, located on the back of your card. If you're still unable to locate your bank, select Request, then enter the bank's web address (URL) in the field provided, then select Request.

 

Feel free to reach back out with other questions.  We'd be glad to help!

August 22, 2025

I am having the same problem and have been trying for months to get my Wealthsimple to connect. 

Wealthsimple DOES appear as a connectable bank in your list. It does "try" to connect but no accounts or transactions appear.  Please help!

Level 1
July 12, 2024

@david-ford-hotma 

You can use MT Online or one of the converter tools (e.g csv2qbo at $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110