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pnspivey
Level 1

Where do I enter my new password at my bank in QB so that they can retrieve my info?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

Where do I enter my new password at my bank in QB so that they can retrieve my info?

Welcome to the Community, pnspivey.


Before updating the information in QuickBooks, make sure to change it first in your financial institution to ensure a seamless process. After editing the bank password, let’s go to the Banking page to reflect the changes. Here’s how:

 

  1. Go to the Banking menu on the left panel to choose the Banking option.      
  2. Tap the Update button.
  3. Then, pick the bank you’re working on and click the Pencil icon to view the Edit sign in info button.
  4. This will take you to the Sign in to account window.
  5. From there, enter your Banking Userid and the new Banking Password.
  6. Press the Save and connect button.
  7. QuickBooks will connect your bank to verify the information.
  8. Choose I'm done, Let's go! once you see the confirmation message.bank sign.pngbank sign.1.png

For more details, see the How to update your bank account sign-in information guide. Additionally, the following article contains some links to fix common banking errors. Aside from that, you’ll find instructions on how to refresh the online banking connection: What to do if you see a bank error or bank transactions won’t download. 

 

There you go. In just a couple of minutes, your bank account password is already updated in QuickBooks.


Visit the Community anytime if you need some help with QuickBooks. I’ve got your back and always ready to assist further. Enjoy the rest of the day.

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