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SparkV
November 17, 2020
Question

Update bank log in info

  • November 17, 2020
  • 18 replies
  • 45 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

18 replies

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
November 17, 2020

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. 

SparkVAuthor
November 23, 2020

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?

SarahannC
Level 9
June 6, 2021

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:

 

 

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

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