How to delete existing bank feed login and enter a new one for the same accounts?
The owner of the company has a login set up to download the bank feed each day. We would like for me to set up my own password for those accounts, but I see that you can't have two logins for the same bank accounts. I have my own bank account login information (although it is view only). What steps do I need to take to make this happen, and because my banking login is "view only", will I still be able to download the bank feed transactions each day?
It's nice to have you in the Community today. I can assist you with deleting an existing bank feed log in credentials and enter a new one in QuickBooks Desktop.
You can edit your login credentials or any information in your bank account connected to QuickBooks Desktop if you disable and re-enable Bank Feeds. This will ensure that the most current information will be pulled from the bank server during re-setup. Bear in mind that only the admin of the account can make the changes.