Question

Update bank log in info

Forum|Forum|5 years ago
November 17, 2020
18 replies
42 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

Candice14

Level 8

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!

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