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userevan
Level 1

Can I reconnect my bank account if I'm not a master administrator? (I'm a standard admin) QB can't connect to a Chase account and I see no 'edit bank info' button for me.

 
3 Comments
Jen_D
Moderator

Can I reconnect my bank account if I'm not a master administrator? (I'm a standard admin) QB can't connect to a Chase account and I see no 'edit bank info' button for me.

Thanks for visiting the QuickBooks Community, @userevan,

 

You can reconnect an online banking account if you are the Company Admin or a Standard User with full access of the account. If you're unable to connect again, or missing some options, try it in a private browser.

 

Unexpected issues are often affected by the large data in the cache. This is because the history on regular browsing will overwrite itself and will remove data unless done manually.

 

While the incognito mode will not save any history, it is a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

Clearing the cache can also help resolve browser issues in QBO.

 

Let me know how it goes. I'll be right here to help you further with your banking concern or any tasks in QuickBooks. Have a nice day!

userevan
Level 1

Can I reconnect my bank account if I'm not a master administrator? (I'm a standard admin) QB can't connect to a Chase account and I see no 'edit bank info' button for me.

Thank you Jen. This did not work. I have logged in with two different browsers, in regular mode and incognito mode, both show only the 'edit account info' option, not 'edit signin' option. I've attached a picture of the box that shows up without the desired option. Please advise.

 

Could there be an issue because my Chase account requires a keyfob? Thank you again.

katherinejoyceO
QuickBooks Team

Can I reconnect my bank account if I'm not a master administrator? (I'm a standard admin) QB can't connect to a Chase account and I see no 'edit bank info' button for me.

Thanks for actively responding, @userevan. I appreciate you for trying the steps shared by my peer above. I'm here to share additional steps to help fix the issue. 

 

It could be that the account is disconnected. That's why the Edit sign-in info isn't showing when you try to update your bank. 

 

We can go to your Chart of Accounts to verify if the account is connected or not. You'll know it's connected when a yellow two-headed arrow icon will show beside the type and detail type account name. See this screenshot below: 

 

banking.JPG

 

If you still can't see the Edit sign-in info, I'd suggest contacting our Customer Care team to further investigate the issue. 

 

Here's how to contact us: 

 

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Online as your product, then click Continue as a guest
  3. Select the Search for something else button. 
  4. Enter "Unable to see Edit sign-in info to update bank" in the Ask us anything box, then click Search
  5. Click Start a Message

 

In the pop-up box that appears at the bottom left of your screen, enter all necessary details, then hit Submit

 

For future reference, read through Step 4: Update your connected accounts outlined in this help article: Connect bank and credit card accounts to QuickBooks Online. It also includes links that can help you troubleshoot errors in case you encounter any while updating your bank info. 

 

Let me know if you have additional questions, @userevan. I'd be here to help. 

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