![]() ![]() ![]() Many calls to WF and no one could tell me how to verify her identity to unlock her access. The error message read that her identity needed to be verified by the Admin. She had tried to log into Direct Pay without using the RSA device (since we opened the account two weeks ago and just got the RSA device yesterday) and kept getting locked out. The RSA device I received was really meant for my accountant and is tied to her login (verified by giving today's agent the RSA serial number on the back). I've been told many contradictory things by many WF customer service agents, but today we were able to unlock her. I am the admin, my accountant is a guest user with Direct Pay input access. Hi, I've been dealing with the WF Direct Pay guest user access nightmare for a solid week. If anyone else is having this issue out there and has been able to resolve it, please share your solution here. Two days later, when attempting to log into Wells Fargo to work on another client, my guest user access to his accounts also stopped working. My client could no longer stay on the call and neither could I. At this point, we had been on the phone for one hour and two minutes. After being on hold for more than 20 minutes, the supervisor told us they had a large volume of calls and she was still waiting to talk to a Technical Engineer, with no estimate as to how much longer we would have to wait. We were put on hold so that the Supervisor could consult their technical support engineers on this issue. Our call was then transferred to a Supervisor who also could not solve the issue. We tried it three different times, each time deleting the current guest-user access and creating a new one. ![]() My client was instructed to delete my current access and create a new one, with a new username and password. I spent one hour on the phone with a Wells Fargo Customer Service Representative and my client who has granted me this Guest-User access to her accounts. After several tries, I am then re-directed to another page that says Banking Services are Unavailable at this time. Please try again or visit Username/Password Help". When attempting to sign in, the following message appears on the Wells Fargo Banking log in screen: " We do not recognize your username and/or password. The guest-user access I've had for a couple of years for two different clients' WF accounts have stopped working last week. Don't forget, I'm always right here to get the help that you deserve. Keep me posted if you're still not able to log in to Wells Fargo. For future reference, please check this article on how to review and match your transactions: Add And Match Bank Feed Transactions In QuickBooks Desktop. QuickBooks separates your transactions into three (3) categories depending on the information gathered from the bank's transaction. They have the tools to pull up your account in a secure environment. You'll also want to contact your bank so they can double-check such an issue. However, if you're still experiencing the same thing, I suggest contacting our phone support team so they can investigate this further. For additional troubleshooting steps, you can go over to this article: Fix OL And OLSU Bank Feeds Errors In QuickBooks Desktop. Second, ensure that your Windows firewall isn’t blocking your connections. You can also update QuickBooks to the latest release. You'll have to make sure that you're using a supported version of QuickBooks. You’re using an unsupported version of QuickBooks.You’re using an outdated version of Internet Explorer.The file from your bank isn’t compatible with QuickBooks.There’s a problem with one or more bank accounts in your company file.There’s a problem with your Internet connection.You might have issues with your bank (check the article below for the specific issues).There are also possible reasons why you're having issues when logging in. May I know exactly what specific error are you getting when trying to log in as a guest user? This way, we can check if there are other users who are getting the same error when logging in to the same bank. Allow me to jump into this thread so I can provide you a few information about Wells Fargo guest user access, 30003175.įor now, we didn't receive any report related to this issue.
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