QB thinks it's a Wells Fargo bank, when it's Fidelity Investment

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When I import the .qbo file, QB thinks it's a Wells Fargo bank, when it's Fidelity Investment. How do I change the name of Financial Institution when I import the .qbo?  No where does it say Wells Fargo.  Thanks.
asked Jun 12, 2014 by anonymous

1 Answer

Hello,

You can change INTU.BID on the Settings tab for your bank.

Click tje Look up butto to find your bank. If your bank is not listed, leave the default value 3000 (wells fargo).

This is only related to the qbo file to allow your data to be imported - you will choose actual account in QuickBooks during import.

answered Jun 12, 2014 by sergiy
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