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Level 1

Deleted (inactive) Bank accounts

Hi, I have a client whose bank accounts show as inactive (deleted) but when I have reactivated them, I still don't see any option to edit sign-in info on the banking page, and update their transactions. This is across the board on all of their accounts on the banking page. I am not sure how to properly update the connection. Please help! 

3 Comments
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QuickBooks Team

Deleted (inactive) Bank accounts

Welcome to the Community space, @thesmithfix.

 

Glad to have you here today. I can help you edit your sign-in info and update your bank connection.

 

Here's how to do it:

  1. Click Banking.
  2. On the Banking page, click Update. Make sure you have selected the appropriate account.
  3. After that, click the pencil icon beside the bank name.
  4. Choose Edit sign-in info.
  5. On the next page, enter the updated bank website username or user ID and password.
  6. Continue the prompts.

 

For detailed instruction, you can refer to this article: How to update your bank account sign-in information

 

I'm confident that this information will help you update your sign in information and bank connection. 

 

Don't hesitate to ping me if you have other questions about banking. I'm always here to offer my helping hands. Have a good one!

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Level 1

Deleted (inactive) Bank accounts

I appreciate the reply but as I'd noted in my initial inquiry, there is no option to edit sign-in info for any of her accounts. The only button that shows up is the edit account info button, which does not help me. Any other ideas? 

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QuickBooks Team

Deleted (inactive) Bank accounts

Hi there, @thesmithfix.

 

I appreciate your prompt response. I have some information to add with regards to updating the sign-in info from a deleted (inactive) bank account.

 

You may have to reconnect the bank account to update your login credentials. Reconnecting an account is the same as adding and connecting a new account on the Banking page.

 

Here's how:

  1. Go to the Banking page.
  2. Click the Add account button.
  3. Enter the name of your bank on the search box.
  4. Enter your User or Login ID and password for the financial institution's website and click Continue.
  5. Complete the security verification steps your financial institution requires and select Securely connect.
  6. Choose the bank emblem for the account you want to connect.
  7. Select the Account type drop-down menu to choose either a Bank or Credit Card account. If you haven't already created the account, you can select +Add new to create a new account.
  8. Click Connect.

For more information about re-establishing account connection in QuickBooks, look into the following article: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-add-and-connect-bank-and-credi....

 

Once done, please follow the detailed steps provided by my colleague @HoneyLynn_G to update your sign-in info.

 

This information should help you edit your login info. Let me know how things go after following the steps above. If you have other questions aside from this, just leave a reply below. I'd be glad to answer.

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