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JENN_L
September 6, 2023
Question

Bank was bought out by another bank

  • September 6, 2023
  • 2 replies
  • 0 views

Does anyone else have Bank of the West which has now changed to BMO?  I need to update my login info to download bank account activity.  When I go to do that on my business checking account it will only let me change the login in name and password, not the website.  I'm wondering if I have to start a whole new bank account in quickbooks online to reflect the change to BMO? My actual login in and account number have remained the same just the website has changed.

2 replies

Rubielyn_J
Rubielyn_J
September 7, 2023

Thank you for reaching out to us regarding the recent transition of Bank of the West to BMO and the need to update your login information in QuickBooks Online, @JENN_L.

 

I understand how important it is to have your banking information accurately reflected in your accounting software, and I'm here to assist you with this transition.

 

If your bank merges or changes with another bank, you'll have to change the way you access your accounts online. Make sure to categorize your transactions if you have pending transactions in the Uncategorized tab before you disconnect your account in QBO. 

 

In addition, If you receive error codes regarding connecting to your bank accounts, you may take the following steps in this article to resolve this matter: Fix online banking errors after a bank merger.

 

Moreover, I'll be sharing these resources to help manage your bank transactions in QBO:

 

 

If you encounter any difficulties or have further questions while updating your account, please don't hesitate to reach out to me. I appreciate your business and thank you for choosing QuickBooks Online for your financial management needs. We look forward to assisting you further.

S
sonicnef
September 13, 2023

Can you please detail the same process for users of Mac desktop 2022? I still have the same account history and account number, so I am reluctant to create a new bank account option that appears when I downloaded transactions from BMO instead of BOW. Essentially, the only thing that's changed is the website QB needs to connect to for downloading transactions.

S
sfgj45fjsfgfgh
September 19, 2023

Same problem. Giant pain in the ***!

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