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Ben147
Level 2

Does anyone know what happens when you use a different person's details for linking the same bank account(s)?

I'm wondering if two people have separate personal login details for the same set of bank accounts (e.g. person A & B) and person A's details were used to link the accounts to QBO currently... what happens if I try update the linked account's sign-in details to use person B's login instead?

 

I'm tempted to try myself but the accounts are closing down in less than a month so I would prefer to know ahead of time before I risk it and create a headache for myself.

Solved
Best answer October 30, 2023

Best Answers
GebelAlainaM
QuickBooks Team

Does anyone know what happens when you use a different person's details for linking the same bank account(s)?

Hello, @Ben147. We appreciate you for asking your concern about changing your sign-in information using a different person's details for linking the same bank accounts in QuickBooks Online (QBO).

 

We understand the importance of managing bank information without issues using our program. Regarding your concern, you can use a different person's login information with the same bank account without changes to your data or transactions since you'll only change your bank sign-in details. 

 

Once you're ready to update your bank info, you'll need to make sure you also update your bank's website with the linked account's sign-in details of person B. Then, you may change that info in QuickBooks as well. See the steps below:

 

  1. Go to Transactions, then Bank Transactions.
  2. Select the tile for the bank account. Then select the Edit ✎ icon.
  3. Select Edit sign-in info.
  4. Update your info as needed.

 

Once everything is good and you're ready to manage your bank transactions and reconcile your account in QBO, you can refer to these articles:

 

 

Keep us updated if you have other concerns or clarification with managing your bank account in QuickBooks. We'll be around to help you out,@Ben147. Take care always, and have a good one!

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4 Comments 4
GebelAlainaM
QuickBooks Team

Does anyone know what happens when you use a different person's details for linking the same bank account(s)?

Hello, @Ben147. We appreciate you for asking your concern about changing your sign-in information using a different person's details for linking the same bank accounts in QuickBooks Online (QBO).

 

We understand the importance of managing bank information without issues using our program. Regarding your concern, you can use a different person's login information with the same bank account without changes to your data or transactions since you'll only change your bank sign-in details. 

 

Once you're ready to update your bank info, you'll need to make sure you also update your bank's website with the linked account's sign-in details of person B. Then, you may change that info in QuickBooks as well. See the steps below:

 

  1. Go to Transactions, then Bank Transactions.
  2. Select the tile for the bank account. Then select the Edit ✎ icon.
  3. Select Edit sign-in info.
  4. Update your info as needed.

 

Once everything is good and you're ready to manage your bank transactions and reconcile your account in QBO, you can refer to these articles:

 

 

Keep us updated if you have other concerns or clarification with managing your bank account in QuickBooks. We'll be around to help you out,@Ben147. Take care always, and have a good one!

Ben147
Level 2

Does anyone know what happens when you use a different person's details for linking the same bank account(s)?

Thanks, almost all that seems easy enough. The only part I didn't understand was this:

"Once you're ready to update your bank info, you'll need to make sure you also update your bank's website with the linked account's sign-in details of person B. "

 

If it helps, the accounts are with BankWest.

 

MJoy_D
Moderator

Does anyone know what happens when you use a different person's details for linking the same bank account(s)?

You're welcome, @Ben147. It's our pleasure to help. 

 

I can provide you with detailed information to help you seamlessly update your bank account credentials. 

  

I think GebelAlainaM is advising you to update your bank account credentials in QuickBooks to ensure you get the latest transactions if there are any. In addition to what was mentioned, updating your bank credentials won't affect your transactions in QuickBooks unless there are banking errors. 

 

Check out this article for more information on how to resolve any errors you'll encounter when trying to update your bank credentials: Troubleshoot unknown bank and transaction errors. It'll guide you in resolving duplicate and missing transactions. 

 

Once resolved, you can now match, add, view, or exclude multiple matches from the For Review tab: Find and categorise transactions in QuickBooks

 

We're always here if you have follow-up questions about bank connections. The Community is always here to assist. Have a great rest of the day!

Ben147
Level 2

Does anyone know what happens when you use a different person's details for linking the same bank account(s)?

Thanks.

It seems to have worked seamlessly except for the part where it was stuck on the 'connecting' page. I left it going in the background for about half an hour but eventually closed and restarted the QBO tab and it seems to have connected/updated transactions at some point.