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S
stevesparky
December 31, 2018
Question

Online banking credentials applied to wrong account

  • December 31, 2018
  • 1 reply
  • 8 views

Having problem with one of the two companies I have in quickbooks. This company has two active accounts. One is a Chase credit account and the other is a USBanks checking account. Downloading transactions has been fine until today. Chase works fine but when I try USbank in the "Downloaded Tansactions" pane, software presents Chase online banking credentials and will not allow me to switch to USBank credentials. When I tried to go through online banking setup i get stuck when I have to choose which USBank account to match. I am not presented the account number I need. All my other USBank accounts are listed except the one I would need. Ideas?

1 reply

C
Charies_M
Level 9
January 1, 2019

I can help you with your online banking issue, stevesparky.

 

If you're not seeing the specific US Bank account when setting up your online banking, we can try the perform troubleshooting options. 

 

First, make sure your financial institution supports online banking with QuickBooks. If it does, and you're still unable to see your bank from the list, you can cancel the window for Select the financial institution to refresh it.

 

However, if it's your first time to set up this specific US Bank account, you can follow the steps provided below:

 

To set up accounts for online banking, 

  1. Choose Banking.
  2. Select Online Banking Setup.
  3. Find your bank. In the search field.
  4. Depending on your bank, you may be presented with options for Direct Connect/Web Connect or Web Connect only.
  5. On the Link your Accounts screen, you can choose which bank accounts you can add to QuickBooks.

For more information about setting up Online Banking for QuickBooks Desktop, you can check out this article: Set up and use Online Banking for QuickBooks Desktop for Mac.

 

To learn more about QuickBooks Desktop for Mac, feel free to visit this link: https://qblittlesquare.com/

 

In case you require the help from our live support, you can get in touch with them by following the steps below:

Here's how to contact support:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Desktop for Mac.
  3. Select a topic. 
  4. Click the Get Phone Number button.

That should do it. Should you have further questions with online banking, please don’t hesitate to let me know. I’m always available to help.

S
stevesparkyAuthor
January 4, 2019

Thank you for your reply. I was able to solve the problem via online settings for the USBanks account. I disabled it and then proceeded to establish a new connection and the pertinent account number was available again. So grateful to have it working right.

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