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TroyNonn
Level 1

Fulton Bank has changed form BOSS to SMALL BUSINESS for online banking.

Fulton has Changed from The BOSS to the SMALL BUSINESS online login pages. The bank account is the same but the login page has changed. I am hoping to change the login pages without having to add it as a new account.

3 Comments 3
Rea_M
Moderator

Fulton Bank has changed form BOSS to SMALL BUSINESS for online banking.

Let's edit your Fulton Bank account's sign-in info in QuickBooks Online (QBO), @TroyNonn. This way, you're able to change your online banking account's login credentials and continue managing your transactions. I'm here to guide you how.

 

There isn't a need to add Fulton Bank as a new account when it only changed its online login pages. To keep your account updated, you'll have to edit your Fulton Bank account's sign-in info in QBO. Here's how:

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Select the tile for Fulton Bank. Then, click the Edit/Pencil icon.
  4. Choose Edit sign-in info.
  5. Update your sign-in info (i.e., Banking Userid, Banking Password).
  6. Click Save and connect.

 

I've attached screenshots below for your reference.

 

Once updated, your latest Fulton Bank account transactions will automatically be downloaded. All you have to do is review and/or match them to the existing entries in QuickBooks. You can refer to this article for the detailed steps: Categorize online bank transactions in QuickBooks Online.

 

Additionally, I'd recommend reconciling your Fulton Bank account every month. This way, you can keep it updated and detect any possible errors. For the step-by-step guide, you can refer to this article: Reconcile an account in QuickBooks Online.

 

Let me know how it goes in the comments below. If you have other banking concerns or inquiries about managing transactions in QBO, I'm just around to help. Take care always.

TroyNonn
Level 1

Fulton Bank has changed form BOSS to SMALL BUSINESS for online banking.

Thank you so much! Unfortunately the log in is different for the old BOSS system than for the new SMALL BUSINESS login. the old BOSS system asked for USER NAME, PASSWORD and COMPANY ID.

The new system only requires USER NAME and PASSWORD and you cannot leave the COMPANY ID blank.Screenshot 2021-04-06 at 9.34.50 PM.png

Giovann_G
Moderator

Fulton Bank has changed form BOSS to SMALL BUSINESS for online banking.

Hi there, TroyNonn.

 

Thanks for providing extra details. I'm here to help you update your login credential in QuickBooks Online(QBO).

 

The information provided by Rea_M is correct that there isn't a need for you to add Fulton Bank as a new account. To update the sign-in option, a company ID is required and you can get that information by pressing the CTRL + ALT + ? altogether.

 

Then, a new window will appears with the company ID information. You can follow the steps on updating your login credentials as mentioned above.

 

If the issue persists, I'll suggest reaching out to online support. They can check your account in a secure session.

 

Here are helpful articles you can read about online banking:

 

Reply to this post if you have further questions about your banking concern. We're always here to back you up. Stay safe!

 

 

 

 

 

 

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