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What is customer id when linking a bank account

How to connect a bank account
1 Comment 1
JamesM4
QuickBooks Team

What is customer id when linking a bank account

Hi there, 

 

Glad to have you reach out to us here. Rest assured, I'll be happy to steer you in the right direction so you can link your bank account with ease. 

 

To get started, I recommend contacting your bank for more info about the customer ID. They have the tools and resources to help assist you so you can connect your bank with ease in QuickBooks. Here's a helpful article that shows you how to: Connect bank and credit cards in QuickBooks. In case the financial institution isn't listed, you can request access through your bank by following the steps below: 

 

  1. Navigate to the Banking/Transactions menu.
  2. Click on Link account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks."
  4. If you’re unable to find your bank, click on Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

You can also check out this article here with more info on how to manually import your transactions into QuickBooks. Give this a try and if you have questions, feel free to reach back to me in the comments below. I've got your back.

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