Question

Update bank log in info

Forum|Forum|5 years ago
November 17, 2020
18 replies
43 views

I recently change my Id and password on my bank website. Then I went to update the info in quickbooks, first I deactivate all online services and then I went back and click set up bank feeds and it takes me like I'm setting up for the first time, when I enter the new info I get this error message:

You have used a different Customer ID to set up another QuickBooks account for online services with this financial institution.

QuickBooks does not support the use of multiple Customer IDs for setting up multiple accounts with the same financial institution.

The Customer ID you used previously is xxxxxxx. Please use this Customer ID to set up accounts with this financial institution.

Unfortunately my bank doesn't support quickbooks files only quicken to be imported.

So if you guys can help me I will appreciate it very much!

Thank you,

Nathalia

QuickBooks Desktop

MariaSoledadG

QuickBooks Team

I'm here to share with you a few information about multiple customer id, SparkV.

For now, connecting multiple customer ID with the same Financial Institution is only available in QuickBooks Online (QBO) and not in QuickBooks Desktop. You're only allowed one login per bank (FI), per company file.

Also, you'll have to make sure that you've entered the correct customer ID at the time your updating the login information so you'll not be getting the last part of the error message.

Lastly, since your bank only supports Quicken files, you'll want to contact your bank to ask what other alternative options that you can use. You may also search for third-party apps online that will help you convert the file from Quicken to QuickBooks.

For more in-depth information about bank feeds, you can refer to this article: Online banking feature in QBDT.

Reply to a comment below if you have further questions. I'm always here to listen and assist you in any way I can.

S

SparkVAuthor

Thank you, I understand that you can not save multiple bank IDs but that is the thing I change it I didn't create a new one. So how do I change it in Quickbooks?

C

CepheusSolutions

I cannot believe there is not a method to update banking login credentials. But here is the good news. Another billion dollar company taking monthly fees and providing 1970's technology while outsourcing all customer support to overseas chat boards.

I am having the same issue under different circumstances. Quickbooks stopped the feed between Discover and QB. I had to delete the original relationship and enter the SAME username and password, which gave me the error that I was using a different username. Just for clarity's sake, The username and password for the bank have not changed, but QB says it has and then displays the identical username I have entered, and it asks me to use it.

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