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SparkV
Level 1

Update bank log in info

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

11 Comments 11
MariaSoledadG
QuickBooks Team

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. 

SparkV
Level 1

Update bank log in info

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?

ReymondO
QuickBooks Team

Update bank log in info

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.

searchn
Level 1

Update bank log in info

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? 

searchn
Level 1

Update bank log in info

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...

searchn
Level 1

Update bank log in info

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

SarahannC
Moderator

Update bank log in info

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.

Debi16
Level 1

Update bank log in info

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

Kristine Mae
QuickBooks Team

Update bank log in info

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!

Drew26
Level 1

Update bank log in info

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.

SparkV
Level 1

Update bank log in info

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

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