Anyone know what/where to find customer ID and User ID for syncing BMO? There are no indications to what they are referring to connect the account.

Hi angela-vavava-ca,

Welcome to Community!  Connecting your BMO accounts to QuickBooks Online is a valuable time saver, in keeping your books up to date.  I'd be glad to assist!

When linking your accounts to QuickBooks, you'll enter the same credentials used when signing into your bank's website.  Here's a helpful guide for your reference.

If you require additional assistance, please don't hesitate to contact us.  We'd love the opportunity to work with you directly and help you accomplish your QuickBooks goals without further delay!

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.

Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Feel free to reach out again, if other questions come to mind.  We're always happy to help!

Hi QuickBooks,

I have the same questions and I didn't see the questions answered:

What is 'Customer ID'? Is that you bank card number?

If yes, what about "User ID'? 

I have searched your knowledgebase to no avail.

Thanks,

L

attaching screenshot.

Hi hansenl, 

Thanks for joining us here.  It's great to see that you're on your way to connecting your bank and credit card accounts successfully to QuickBooks Online!  To ensure a smooth connection, your Customer ID would be the number on your bank card and the User ID field is where you would enter a 'Nickname' that you may have created for sign in purposes.  In the Password field, you'll enter the same password you use to log into your banks website.  I hope you find this to be helpful!

Let us know.  We're here for you!

Thanks for the quick response. Doing exactly as you described. That still doesn't work. What are the next steps? I need to get this connected this week. 

Hello hansenl. Thanks for trying that. At this point, I suggest getting in touch with our support team so a specialist can assist you further with this. Here are our various methods to contact a specialist:

• Phone: Call 1-855-253-1536 from Monday to Friday from 9 a.m. to 8 p.m. EST.
• Schedule a Callback or Chat: Click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.
• Social Media: Facebook, Twitter, and Instagram.

Let me know how you make out. I'll be a message away in case you need anything else.