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I'm setting up a bank feed between my bank and QuickBooks desktop. Everything is ready to be connected but QuickBooks is asking for my QuickBooks pin. I don't remember ever setting one up and payroll is NOT paid through QuickBooks, so the normal method of "I forgot my pin" didn't work. I go to Employees - Payroll - and the option to go into settings and change it is not there because payroll is not paid through QuickBooks. I just need the pin to connect the bank feed, how do I find it?
Thanks!
Solved! Go to Solution.
Good day, @Clara55.
Some banks require a pin before connecting them to a third-party application/software such as QuickBooks Desktop (QBDT). This can be the reason why you're getting a request to enter a pin when setting up your account in the Bank Feeds Center.
I'd recommend reaching out to them to verify this request. This way, we can ensure that you're able to connect your account to QuickBooks.
Let me also share these articles that cover basic information about Bank Feeds in QuickBooks for Windows:
Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.
Good day, @Clara55.
Some banks require a pin before connecting them to a third-party application/software such as QuickBooks Desktop (QBDT). This can be the reason why you're getting a request to enter a pin when setting up your account in the Bank Feeds Center.
I'd recommend reaching out to them to verify this request. This way, we can ensure that you're able to connect your account to QuickBooks.
Let me also share these articles that cover basic information about Bank Feeds in QuickBooks for Windows:
Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.
I am having the same issue. When I contact the bank, they tell me they do not use pin numbers for business accounts. I am stuck. What is the solution???
Not to worry, @SarahWh. We're here to help you set up your account.
You'll need a PIN or password from your bank when connecting the accounts to QuickBooks Desktop (QBDT) through Direct Connect. If they're unable to provide the information, we recommend using the Web Connect method. You'll have to download a file (.QBO) with your transactions from your bank. Then, import that file to QuickBooks.
Here's how to download your bank transactions:
To import the file to QuickBooks:
Once done, go to the Bank Feeds Center to review your transactions.
If you have further questions about managing your bank feeds, I'm happy to answer them for you. Have a good one.
This is not a solution, this is how to manually import transactions
This is not a solution, this is how to manually import transactions
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