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Level 1

Does anyone know how to update banking log-in site with QBO?

 
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QuickBooks Team

Does anyone know how to update banking log-in site with QBO?

Welcome to the Community, @executivedirecto.

 

You can go to the Banking page and update your bank account sign-in information from there. Let me guide you through the steps.

 

  1. In your QuickBooks Online, click Banking from the left menu.
  2. Select the appropriate bank account you want to update.
  3. Click the pencil icon, then select the Edit sign-in info button.
  4. Enter your updated sign-in information from the fields.
  5. Click Save and connect.

Here's an article you can read for more details: How to update your bank account sign-in information.

 

You might also want to check out this article to learn how to match and categorize bank transactions: Match and categorize bank transactions in QuickBooks Online.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

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