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Level 1

I change my Bank login and password but I can not update this information on QuickBooks 2015 (Mac), in order to use DirectConnet.

The “Change Password” option, located in the “Downloaded Transactions” bar is disabled (see attached image).

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Best answer 12-10-2018

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Level 8

I change my Bank login and password but I can not update this information on QuickBooks 2015 (Mac), in order to use DirectConnet.

The change password option is enabled if the bank supports it.  If it doesn't you have to reenter the password.  What happens is people store the password in the Apple keychain - after that QB doesn't prompt for it when you connect.

To delete it from the keychain use Spotlight to locate the Keychain Access application.  Launch Keychain Access.  Click on Login for the keychain, All Items for the category, and then type BankingAccountPassword in the search field (no spaces).

Find the saved password for the bank in question (if you have multiple banks you'll see more than one). Select it and hit delete.  

The next time you connect to the bank QB will prompt you for the password.  You can save it in the keychain again then.

View solution in original post

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Highlighted
Level 8

I change my Bank login and password but I can not update this information on QuickBooks 2015 (Mac), in order to use DirectConnet.

The change password option is enabled if the bank supports it.  If it doesn't you have to reenter the password.  What happens is people store the password in the Apple keychain - after that QB doesn't prompt for it when you connect.

To delete it from the keychain use Spotlight to locate the Keychain Access application.  Launch Keychain Access.  Click on Login for the keychain, All Items for the category, and then type BankingAccountPassword in the search field (no spaces).

Find the saved password for the bank in question (if you have multiple banks you'll see more than one). Select it and hit delete.  

The next time you connect to the bank QB will prompt you for the password.  You can save it in the keychain again then.

View solution in original post

Highlighted
Level 1

I change my Bank login and password but I can not update this information on QuickBooks 2015 (Mac), in order to use DirectConnet.

I am having trouble updating my bank password. All I get is an error message that says. "Something isn't working" with a button to update which obviously doesn't work. If I click the icon on the top right of the bank account in banking to edit it, there is no username and password fields, just the general name and info for the account. Please let me know how to update my password. Thank you!

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QuickBooks Team

I change my Bank login and password but I can not update this information on QuickBooks 2015 (Mac), in order to use DirectConnet.

Hi there, @bridgesetsound.

 

Let's disconnect and reconnect your bank account. This way, you'll be able to update your bank account password once you reconnect it. Let me guide you how.

 

Before disconnecting your bank account, make sure you match or delete all of the downloaded transactions for the account. QuickBooks won’t let you make changes if there are still pending transactions.

 

In your QuickBooks Desktop (QBDT) for Mac software:

  1. Go to Banking.
  2. Select Chart of Accounts.
  3. Highlight the bank and click the Pencil icon below.
  4. Click Online Settings.
  5. From the Download transactions field, select Not enabled from the drop-down menu. 1.png
  6. Click OK.

I've got you this great article for more details (read QuickBooks for Mac section): Disconnect Bank Feeds for an Account in QuickBooks Desktop.

 

Once done, reconnect your bank account.

  1. Go to the Banking menu.
  2. Select Online Banking Setup.
  3. Select your bank and click Next.
  4. Follow the on-screen instructions to finish the setup.

Feel free to visit this page for more details (go To set up Direct Connect section): QBDT for Mac Little Square.

 

If you're unsure on doing this, I suggest reaching out to your accountant for further advice. This way, you'll be guided accordingly.

 

 Also, you can visit our Help articles page for reference in case you want to learn some tips and tricks on managing your QBDT for Mac software.

 

Keep me posted if you need further assistant. I'm always here to help.

 

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