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C
CB2022
February 24, 2022
Question

direct connect

  • February 24, 2022
  • 2 replies
  • 11 views

Quickbooks will not update direct connect pin from 4 pin to 5 pin per BB&T online bank requirements

2 replies

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
February 24, 2022

I can share some information about connecting your online banking account to QuickBooks Desktop (QBDT), @CB2022.

 

When trying to set up your bank connection through Direct Connect, you'll need to secure a bank-provided PIN or password. If they can't provide you with the necessary PIN that QuickBooks is asking for, I suggest you use the Web Connect method. You'll download the transactions from your online banking account and import them into your QBDT account. 

 

Here's how to download your bank transactions:

 

  1. Go to your online banking account to get your file.
  2. Check or follow your bank’s instructions to get a copy of the data and then save it on your computer.
  3. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
  4. Please take note of the supported file format. It should be a QuickBooks Online (QBO) file. 
  5. Download your transactions and save the file to your desktop.

 

To import it to QBDT:

 

  1. Go to the Banking menu, select Bank Feeds and click on Import Web Connect Files.
  2. Find the QBO file that you've downloaded and click Open.
  3. When prompted to select your bank account, use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks, or create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet.
  4. Click on Continue and then OK.
  5. You can now proceed to the Bank Feeds Center to review your transactions.

 

Refer to this article for more information about connecting your bank account to the bank feeds center and getting your transactions: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

 

From here, you can now review, match, and categorize your transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

 

If you have other questions about adding your bank transactions, I'm happy to answer them for you. Just post it here as a reply and I'll take a look at it. Have a good one.

C
CB2022Author
February 25, 2022

Thanks for your reply. Unfortunately, since I already made account inactive then recreated it will not let me go any further. I have the updated account activated; it just will not let me reset the pin. The pin required by bankfeeds with SunTrust was 4 digits however, BB&T is 5 digits.  

Therefore, I am just stuck.

 

Spoke with BB&T (now Truist) twice and both times I was told they do not require a pin for direct feeds Just username and passwords that entered during original set up of active account - referred me back to QuickBooks support again stating this QB's requirement. Which years ago, when I was with SunTrust and originally set up my bank feeds the 4-digit pin was something I created myself (Not SunTrust).  

 

However, I can’t change the pin when prompted because QuickBooks will not accept the original old 4-digit pin.

When I click change pin/password - it requires me to enter the old password (4 digits) but when I type that I just get box saying it has to be 5 digits. Please reference below: 

 

 

 

 

 

 

 

 

 

 

 

 

 

L
lin_jcaj
Level 9
June 14, 2022

We have gone through the same thing with Truist and Bank of America since the merger of Suntrust and BB&T, and still do not have Direct Connects working. Have you found another bank or institution where you can get your Quick Books Direct Connect working as it should?

 

And ... to the moderator, there doesn't seem to be a workable solution with the banks or quick books.


I understand that you've been through a lot already with the direct connect issue, Ally88.

 

I like to share a fix that one of our users found effective in resolving direct connect that you might want to try. Go to your Chart of Accounts, locate the bank and deactivate all online services. After deactivating your online banking from your current checking account, you'll enable/add Direct Connect to your Truist account. 

 

Here are the steps:

 

  1. Go to Bank Feeds to set up new access.
  2. Search for the bank BB&T -Online.
  3. Go to the next screen/page ( don't log in through the QuickBooks web browser).
  4. The next page will give you a place to enter your customer id & password. Use your online login credentials.
  5. After logging in, your data file has been associated and you can click Confirm.

 

If you need help with other banking-related tasks, you can visit this article for details and a guide on how: Find help with banking and reconciling accounts in QuickBooks Desktop.

 

You can get back into this thread if you need more help. The Community is always here to help.

B
BuilderOne
August 4, 2022

Another question on Direct Connect with Truist. I send checks via Quickbooks register. When I send a check, who actually sends the check? Truist or Intuit?

AlcaeusF
AlcaeusF
Level 14
August 4, 2022

Hi @BuilderOne,

 

I'm glad to see you in the Community space for your banking concern. I'm here to provide clarification about sending a check within QuickBooks Desktop.

 

The Direct Connect method is for downloading bank transactions to QuickBooks. If you send checks via the Pay Online option, QuickBooks act as a portal for processing the payment.

 

To answer your question, it's Truist who sends the funds. We only help with the process so you can send the transactions directly within the program.

 

Also, did you know you can create a user role to write checks without seeing confidential information? For more information about the process, I've attached this article: Create, modify, and print checks.

 

Let me know if you have more questions about QuickBooks Banking or sending payments. I'll be happy to help you some more. Have a great day.

T
Tampacpa6476
March 28, 2023

How do I set up QuickBooks Direct payment to pay bills directly out of QB desktop Pro Premier 2023?

Does it have to be through Melio?

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