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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

3 Comments
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. 

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?

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.

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