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Level 1

My banks log-in link has changed, hence it doesnt work anymore. Does anyone know how to update this ?

I can currently only update username and password. I dont see where the login link can be updated.
3 Comments
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QuickBooks Team

My banks log-in link has changed, hence it doesnt work anymore. Does anyone know how to update this ?

Hi there, @payroll-codex-ac.

 

I'd be glad to help fix the error you're getting when trying to update your bank account in QuickBooks Online (QBO).

 

Let's update your bank account sign-in information to get this resolved and get you back to working order. Let me walk you through the steps how.

 

Here's how:

 

  1. In your QBO account, click Banking from the left menu.
  2. Select the appropriate bank account from the list.
  3. Click the pencil icon to edit, then select Edit sign-in info.
  4. Enter your updated bank website username or user ID and password.
  5. Select Save and connect. QuickBooks Online will try to connect with your bank to verify your information.
  6. When you see the confirmation message, click I'm done, Let's go!

 

I'm adding this article for more details: How to update your bank account sign-in information.

 

You might want to check out this article to learn how to categorize bank transactions: Assign, categorize, edit, and add your downloaded banking transactions.

 

Keep us posted if you have any questions. We'll be here to help. Have a great day.

 

Highlighted
Level 1

My banks log-in link has changed, hence it doesnt work anymore. Does anyone know how to update this ?

Hi MaryAnn,

Thanks for your reply.

I need to update the login web link.

the bank has merged with another bank and the new login page has changed.

Do you know how this can be updated?

again it’s not the username and password, it’s the login weblink.

- Christian

 

Highlighted
QuickBooks Team

My banks log-in link has changed, hence it doesnt work anymore. Does anyone know how to update this ?

Thank you for the response, @ payroll-codex-ac.

 

You can search the login web link by searching the bank using its name, you can also use the bank's URL. From your bank's website, copy the URL and paste it in the search field. See the sample screenshot below.

 

SC sample.PNG

If you still can't see it, it's possible that your bank isn't supported to integrate with QuickBooks. With this situation, what we can do is to send a request so your bank can be connected with QuickBooks. When you see the Request support for your bank button, click it and enter the bank's URL before hitting Request.

 

In the meantime, we can manually import the bank transactions into QuickBooks Online. Log in to your bank's website to have a copy of the web connect file. Then, follow the steps provided in this article: Manually upload transactions into QuickBooks Online (Step 4: Start your upload).

 

Once done, you can now match and categorize the bank transactions and reconcile your bank account.

 

Just leave a comment if you need more help with this. Have a wonderful day!

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