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jhonny--aguirre
Level 1
posted
Friday
last updated ‎October 31, 2025 10:56 AM

HELLO, I would like to connect with my bank to do some bank reconciliations automatically, I want to know exactly what these are COMPANYID CLIENTID PASSWORD

I don't know if this information is only from my bank or if it is also accessed from my QuickBooks.
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1 Comment 1
Aldren18
QuickBooks Team
QuickBooks Team
Friday

HELLO, I would like to connect with my bank to do some bank reconciliations automatically, I want to know exactly what these are COMPANYID CLIENTID PASSWORD

Hi there, Johnny.

 

The Company ID, Client ID, and password are essential credentials typically provided by your bank or financial institution’s API. These are used to securely establish a connection between your bank account and QuickBooks, allowing for the automatic import of transactions and simplifying reconciliation.

 

If you don’t currently have this information, I recommend contacting your bank directly to obtain the necessary details. Once you have the credentials, you’ll be able to successfully connect your bank account to QuickBooks Online and reconcile your transactions with ease.

 

Please feel free to revisit this thread with any updates or further questions.

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