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hoosiercustomeca
November 15, 2020
Question

My bank uses a company ID, User ID and a password to login. But I am not able to do that to link quickbooks to my bank account

  • November 15, 2020
  • 1 reply
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Original commenter did not share additional details

1 reply

RenjolynC
RenjolynC
November 15, 2020

Hello there, hoosiercustomeca.

 

In QuickBooks Online, when you connect your account to online banking, the system will only ask you to enter a username and password. 

 

Sometimes a financial institution will have multiple bank names on the list, or they might have different types of accounts but only choose to release one website for QuickBooks Online connection.

 

You'll want to try other versions of your financial institution to ensure you have the correct bank.

 

Here's how:

 

  1. Go to the Banking or Transactions on the left panel.
  2. Select the Add account or Link account button
  3. Enter your bank's URL in the search field. For example, search for "hsbc.com." for HSBC. Search for the name of the issuing bank, meaning the bank that issued your bank card. You can find the issuing bank's name on the back of your card."Chase," "HSBC," or "Bank of America" should work, but "Visa" may be too generic.
  4. Select the link to go to your bank's website. This opens a new window.
  5. Make sure you can access your account through this site. See if you can view your account summary, account history, and account details without any errors.
  6. If you can access everything, sign out of the financial institution's website.
  7. Go back and continue to add the account in QuickBooks Online.

I'm adding this article for reference: Connect bank and credit card accounts to QuickBooks Online. You can also share the name of the bank you're trying to connect with, so I can look or updates from our Online Banking Team.

 

Please let me know if you're able to connect your bank by adding a reply below. I'll be around to help you out again. Thanks.

H
hoosiercustomecaAuthor
November 17, 2020

Thank you, for 1St. Source Bank, their business account for online banking is the URL I provided when trying to link the account to Quickbooks and you need all 3 pieces of info I listed in my original post.

MarsStephanieL
MarsStephanieL
November 17, 2020

Hi there, @hoosiercustomeca.

 

Allow me to share some details about the needed credentials to link your bank account in QuickBooks Online.

 

QuickBooks only requires username and password since this is what the 1st Source Bank set up when they made the connection with QuickBooks Online. I've added a screenshot to see how it looks like:

 

 

To know more about adding your bank accounts to QuickBooks Online, you can check out this article: Connect bank and credit card accounts to QuickBooks Online.

 

In case you need to assess your business financials in the future, consider visiting this reference page: How to Reconcile an Account in QuickBooks Online. This contains more details on how to fix bank errors that can be useful for your future tasks.

 

I'll be here if you have more questions or any concerns with QuickBooks. Just tag my name in the comment section and I'll assist you further. Take care and have a beautiful day ahead!

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