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Level 2

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

 
9 Comments
QuickBooks Team

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

I'm here to help you figure out what caused this issue, @c-meanor-hopewel.

 

I'd like to know which bank you're trying to reconnect to QuickBooks. This will help me identify the specific issue you've encountered.

 

For now, I'd suggest performing browser troubleshooting steps before entering your bank website's URL. This is done to identify if this is caused by the accumulated data while surfing the internet. Data can be outdated over time and can cause odd behavior to the program.

 

To start off, you can use an incognito window to access QuickBooks. Then enter the updated bank website URL. If your bank will appear in the suggested banks below the search field, you can continue the process. Then, go back to your regular browser and clear the cache. If not, you can use an alternative browser or you can request support for your bank.

 

Here's how:

 

  1. Select Banking menu.
  2. On the Banking page, select the Add Account tab.
  3. Search for the name of your financial institution.
  4. If you’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

I've added this article for more information about searching your bank in QuickBooks: Find your bank or credit card account when you connect to online banking.

 

Once you're done submitting your request, you can use another way to record your bank transactions to QuickBooks. Here's an article for your reference: Manually upload transactions into QuickBooks Online.

 

You can also check out this article for future reference about the reconciliation process in QuickBooks when your ready: Reconcile an account in QuickBooks Online.

 

I'd be happy to answer any questions or concerns you have in your mind about QuickBooks. Let me know by tagging my name in the comment section below. Take care.

Level 2

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

Thank you for your reply.

 

The bank used to have its login under chainbridgebank.com  Now its separated its various clients by type so you have to choose a different login type once you go to their site.  

 

I was able to verify our login from the link QBO provided to verify, but once there I have to select "Treasury Managment"as our login type in order to enter our login info.  I was trying to find a way to change the bank URL in QBO to the new URL for us which is treasury.chainbridgebank.com  from their we're able to directly log into our accounts

 

This is urgent; I have to run payroll this week, all direct deposits

 

Any help you can provide would be greatly appreciated!

Level 2

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

Thank you for your reply.

 

My bank changed its online banking setup, it now has different sites for its different client types, theres now a different URL for our client type.  

 

It was: chainbridgebank.com  If you go to that site you have to choose from the drop down which client type you are; then login.  Or you can go directly to the new site for our type which is treasury.chainbridgebank.com  I couldn't get QBO to recognize this URL or where I could change it manually.  Im able to log into the site through the verification link and outside of QBO

 

This is urgent; I have payroll this week; all direct deposits

 

Your help is greatly appreciated! :)

QuickBooks Team

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

I appreciate the details a lot, @c-meanor-hopewel

 

In addition to my colleague's, @MarsStepahnieL, response, you can disconnect the old bank account and reconnect so that it will allow you to enter the new bank URL in QBO.

 

Removing the connection will stop QBO from downloading bank transactions while it remain active in your Chart of Accounts.

 

Also, those activities that were in your For Review tab will be deleted. In case there are transactions there, make sure to add or match them first to save it in the account register.

 

Here's how to disconnect:

  1. Go to the Banking page. 
  2. Click the blue bank tile and at its upper-right, click the pencil icon
  3. Select the Edit Account Info details, click the Disconnect this account on save box
  4. Click Save and Close.

 

When done, let's connect the account again using the new bank's URL. Enter your latest login credentials and follow the onscreen instructions to successfully acquire the connection. 

 

You can now get the latest payroll transactions from you bank and able to assign, categorize, edit or add them in QBO.

 

Please let me know if you have more assistance. I'll reply as fast as I can. Stay safe and well!

Level 2

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

My new bank URL is:

 

www.treasury.chainbridgebank.com  I can log in to the bank with that address through any browser.  QBO does not recognize this web address.  Please help!  I have payroll this week

Level 2

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

Thank you for the advice.  I followed your instructions and disconnected the accounts.  I went in to re-connect them and QBO does not recognize the bank new URL and there was a button to click on to "Request Support for your Bank"  I clicked on that, nothing happened.

 

I'm able to log into the bank from any browser just fine.

 

The new URL is:

 

www.treasury.chainbridgebank.com

 

This is urgent, I have payroll this week.  Any help, anyone could provide would be greatly appreciated!

Content Leader

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

Hi there, c-meanor-hopewel.

 

Thanks for following up with those additional details.

 

Since you mentioned nothing happened when you clicked on the button to request support for your bank, I recommend clearing the browser cache. Doing so removes any road blocks that are preventing the next window or page to load after clicking on the screen. Here's how to do this in Chrome for example:

 

1. Click the three vertical dots in the top right corner.

2. Select More Tools, then Clear Browsing Data.

3. Change the time range to All Time.

4. Only check Cached images and files.

5. Click Clear data.

 

The following linked article provides similar steps for other browsers: Clear cache and cookies to fix issues when using QuickBooks Online

 

If you're still unable to access the new bank URL within QuickBooks Online, I suggest reaching out to the Support Team. Agents have the tools to start a screen-share session to take a closer look and determine what's causing the issue. Here's how to get in touch with an agent:

 

1. Click the Help button in the top right corner.

2. Select Contact Us.

3. Enter Support in the field and choose Let's talk.

4. From here you can select to receive a callback at a time that's convenient for you.

 

This article offers these steps if you ever need them again in the future: Contact the QuickBooks Online Customer Support Team

 

Free free to reach back out if you need me. I'll be here to help in any way that I can.

Level 1

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

Were you able to get this issue resolved?  I am having the same issue with our bank and I am very hesitant to call intuit directly as they rarely help.

QuickBooks Team

My bank changed its URL to log into online banking. QBO doesnt recognize it, and it wont let me change it. How can I fix this?!?

I'm here to provide an update, kv4.

 

Right now, QuickBooks Online is still supporting the old URL for Chain Bridge Bank. See the attached screenshot below for your visual guide.

 

 

If you've already sent a request for www.treasury.chainbridgebank.com, our Online Banking Team and your financial institution will work together to allow the connection.

 

In the meantime, you can download transactions from your bank and upload them manually. Doing this will help ensure you have accurate records on your register.

 

You can also contact your bank to check if they can allow the new URL to connect with QuickBooks.

 

Don't hesitate to post again here in the Community forum if you need anything else. I'm always around to help you.

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