Update bank log in info

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. 

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?

Thanks for connecting with us here in the Community, .

I'm here to address your concern with updating your bank info in QuickBooks Desktop (QBDT). 

It's possible that the system still recognizes your first banking info. This is the reason why you're getting this error message when setting up your new banking details.

However, we can try some basic troubleshooting steps that will you address the issue. Here's how:

1. First, deactivate your Bank Feeds for this account.
2. Make the necessary changes.
3. Create a backup for your company file.
4. Once done, restore it.
5. Finally, set up the account for Bank Feeds.

After you set up your account, you can download your transactions from your bank. Then, you can now review and categorize them.

Feel free to leave a comment below if you have further questions. I'm always here to listen and assist you in any way I can. Have a great weekend.

I have this same issue, I had to change my user id at my bank, I am not adding a second. Did ReymondO's Recommendation work for anybody? 

Did the resolve the issue for anyone? I have the exact same issue, I had to change my user id at the bank, Not creating a second ID...

I just tried these steps and it still has the same error message. 

Hi there, @searchn.

I appreciate you for trying the steps shared by my colleague above.

QuickBooks does not support the use of multiple Customer IDs for setting up multiple accounts with the same financial institution. However, trying out the recommendation by ReymondO above should help you fix the error. Since you're experiencing the same error or issue, it would be best to contact our support team. They'll pull up your account in a secure environment and help you in the process of updating the bank information.
 

Within your QuickBooks Company file, select QuickBooks Desktop Help from the Help menu. Alternatively, you can also press F1 on your keyboard to bring up the same Help panel. 

Another way is to utilize this link:

1. Go to this link: Contact Support for QuickBooks Desktop. 
2. Choose your QuickBooks Product.
3. Select your QuickBooks edition.
4. Click Continue.
   

Still, you can check these articles for more details about bringing transactions from your bank and manage them once they're in your company file:

• Download Bank Feed transactions in QuickBooks Desktop.
• Add and match Bank Feed transactions in QuickBooks Desktop.

Please let me know how it goes. The Community is always here to assists. Stay safe and take care.

What is "Account Customer Id" in the Chart of Accounts Bank feed ?

Let me share what I know about account customer ID, Debi16.

It's a unique identification code that you acquire from your bank. It's sent to you after opening an account. 

You can check the articles provided by my colleagues at the top to help you learn about banking feeds.

Feel free to let us know if you have other concerns. We're just one post away. Keep safe!

You have GOT to be kidding. It's going to take me a half hour to change my username (which by the way my bank forced me to do.) Another reason quickbooks is awful.

I totally agree with you! I still can't download the transaction from the bank and there is no one you can talk anymore. 

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.

Good morning, @CepheusSolutions. 

Thanks for joining in on this thread. I can point you in the right direction to get this connection back with your bank. 

At this time, the best route would be to contact your bank to ensure everything is working and correct on their end. This will ensure that nothing is wrong on their side of information and details. 

Keep us updated on how your call goes with them. I'm only a post away if you need me again. Have a wonderful day! 

Candice, Thank you for the quick reply. There appears to be no issue with the bank as I can add the feed with no issue in a sample company file. This is also the same username and password we use to administer the account with the bank directly. The information provided by others from the QB team appears to indicate that this is a software issue that is not correctly clearing the old information from QB when deleted. The fact that we delete the feed configuration and back up and then immediately restore the file tells me that the backup process manually clears the field.

Hey there, @CepheusSolutions. 

Thanks for coming back and giving me some additional information on this banking issue. 

Based on the details you gave, let's try to utilize the Repair tool to resolve this problem. First, you'll download the QuickBooks Tool Hub. From there, you'll perform one of two solutions: 

• Run Quick Fix 
• Run the QuickBooks Install Diagnostic tool

For further information, check out this guide: Repair your QuickBooks Desktop. 

If you're still running into trouble after doing these instructions, I recommend contacting our support team. 

I hope this helps get you squared away. Feel free to come back if you have any other questions or concerns. Wishing you and your business continued success! 

Does anyone have a fix for the multi IDs for same financial institution in QB 2022 desktop?  Specifically Amex

Thank you for posting your concern here in the Community, @KM2262.

The option to add multiple IDs for the same financial institution is currently unavailable in QuickBooks Desktop.

I understand that this option is beneficial to you and your company. I'd suggest submitting feedback to our product engineers. They may look into this suggestion and consider adding this option in future updates. To submit feedback, you can go to the Help menu and select Send Feedback Online. Then, choose Product Suggestions and enter your feedback.

You may also want to visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

Our Community forum is always open to help you again if you have other concerns or follow-up questions on managing bank accounts in QuickBooks Desktop. Have a good one.