Is there anyone within QB that can assist with connecting Wealthsimple to accounts? Has anyone been able to get it to connect?

QuickBooks Self-Employed (QBSE) connects with a wide range of financial institutions, @trevor34. I’ve looked into it, and Wealthsimple is one of the banks supported for automatically downloading your recent transactions. Let’s work together to ensure you can get it connected seamlessly.

Linking accounts can be done by navigating to the Bank accounts page and entering the name or URL of your bank. Then, follow the on-screen instructions to complete the setup. Once connected, QuickBooks will fetch and sort your transactions.

If you’ve done this and transactions aren’t pulling in, let's refresh the connection to ensure the latest data from Wealthsimple loads into QuickBooks. Here’s how:

1. Go to the Gear icon.
2. Select Manage account.
3. Hit Refresh all to update your bank.
   
   

On another note, please check your bank's website to see if there are any notifications or ongoing maintenance that prevent data from loading.

Meanwhile, we can import your transactions into QuickBooks using a CSV file. This'll ensure your records stay accurate and up to date.

If you need further assistance with this process or have questions about connecting other accounts, don’t hesitate to click the Reply button below. I’m always here to help. Take care.