Level 15


The way Account Numbers are used will vary by the financial institution. For instance, you have a checking account # and Routing # info, but if you sign up for ACH or direct deposit, they might have you use a different Routing Number for that type of electronic activity. And "online account" might be a Web Access Rights # for the username you log in with, as in my case, and then it pulls info from that one bank for Two Connected Accounts. And the Financial institution's Website log in you use on their site might be a different log in name and password than you are suppose to use for inter-connected tools like using QB. For instance, the website log in perhaps uses "trusteer" and Server Connections do not.

Have you asked your card provider or financial institution how they use these codes and which you should be setting up for this connectivity, or searched their support articles?