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mecavanagh
Level 1

Does any one know how to connect to a business bank account when the login requires a Company ID, a User ID and a Password?

 
3 Comments 3
Rubielyn_J
QuickBooks Team

Does any one know how to connect to a business bank account when the login requires a Company ID, a User ID and a Password?

Let me share some information and help you connect your business bank account, @mecavanagh.

 

When you set up online banking, the system will only ask you to enter the username and password you use for your bank's website. See sample screenshot below:

 

Sometimes, a financial institution will have various bank names on the list. Also, they might have different types of accounts but only prefer to release one website for QuickBooks Online connection.

 

You'll want to try other versions of your financial institution to ensure you have the right bank. You can search by entering the bank URL to ensure you are using the correct listing.

 

Let me show you how:

 

  1. In your QBO account, go to the Banking menu on the left panel.
  2. Choose the Add account or Link account button.
  3. Enter your bank's URL in the search field. 
  4. Select the loop to go to your bank's website that opens a new window.
  5. Make sure you can enter your account through this site. 
  6. If you can access everything, log out of the financial institution's website.
  7. Go back and continue connecting your account in QuickBooks Online.

 

For more insights, feel free to open this page: Connect bank and credit card accounts. It has detailed steps on how you can add your FI to download recent transactions automatically.

 

Then, you can start reviewing and categorizing the entries in your QBO account.

 

Just tag my name in the comment section if you have other questions about connecting your bank with QuickBooks. I'll be glad to assist you further. Take care, and have a beautiful day ahead!

Fiat Lux - ASIA
Level 15

Does any one know how to connect to a business bank account when the login requires a Company ID, a User ID and a Password?

@mecavanagh 

Which bank?

Rubielyn_J
QuickBooks Team

Does any one know how to connect to a business bank account when the login requires a Company ID, a User ID and a Password?

Hi, @mecavanagh.

 

Hope you’re doing great. I wanted to see how everything is going about connecting the business bank account concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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