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Join nowI have Quickbooks Destop Mac 2021.
All of my passwords and account numbers are the same, QB is wanting me to start a new bank. I just need to know how to change my online banking info. Please help me. Thanks
Hi there, BrookeT.
Banks make changes to their website from time to time. Good thing you noticed this. I'll guide you to do some updates in your QuickBooks for Mac.
Since your bank changed its page, there's a possibility that they also changed its URL. It's the web address at the top that usually starts with https://. Therefore, you'll want to disconnect your bank, update the Financial Institution (FI) list in QuickBooks so it captures the new URL, and then reconnect your account.
I just want to set your expectation that if your bank just made their changes, I can't guarantee that QuickBooks will have the latest URL in the FI list. So, there's a chance that you won't be able to connect right now, but you can try again in a few days.
First, manage all the transactions that are still left unreviewed in your Bank Feeds section.
Second, disconnect your bank account:
Third, Update your Financial Institution list a.k.a. Financial Institution Directory (FiDir).
Fourth, re-connect your bank account using Direct Connect. If you're unable to connect now, you can follow the instructions to upload Web Connect files (if your bank supports it). Or, just leave it as it is and try again in a few days.
Please let me know how the steps work for you. I'll be here if you need further assistance.
Would this be the same solution for QB 2020?
Hello!
Have this issue with QB 2020- would the process be the same in fixing it?
Thank you!
Holly
Hi there, @HR513.
Yes, the solution provided by my colleague @JessT would also work uploading your bank transactions in QuickBooks Desktop. Let me add some information on how to disconnect your account from Bank Feeds.
Here's how:
To learn more about the process you can check out this article: Disconnect Bank Feeds for an account in QuickBooks Desktop
Also, you can visit our Help articles page for reference in case you want to learn some tips and tricks on managing your QBDT for Mac software.
Stay in touch if you have any other banking concerns, I'll be happy to help you. Have a great day!
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