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November 22, 2021
Question

When I change my password at my banking website. Will my quickbooks still be link to my bank. Or do i need to change password in Quickbooks also

  • November 22, 2021
  • 1 reply
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When I change my password at my banking website. Will my quickbooks still be link to my bank. Or do i need to change password in Quickbooks also

1 reply

JhonPaulC
November 22, 2021

Hi, @tcventures318-gm.

 

When you recently change your online banking credentials, you'll also have to update the bank information in QuickBooks.

 

You can click the Edit sign in info button to change the bank's password.
Let me show you how:

 

  1. Go to the Transactions menu and then select Banking.
  2. Select the tile for the bank account. 
  3. Click the Edit ✎ next to the bank name then, select Edit sign-in info.
  4. Enter your updated bank password.
  5. Hit Save and connect
  6. Once you see a confirmation message, click I'm done, Let's go!

QuickBooks automatically downloads the latest available transactions. You can then categorize, match or add them to the bank register.

 

Additionally, I've also added this step for you to be guided in case you don’t see your recently downloaded bank transactions in QuickBooks Online:

I'll be here if you have other questions. Let me know in the comment section and I'd be happy to back you up. Have a wonderful day ahead.

March 21, 2023

Has the QuickBooks Online UI been updated? When I click the pencil icon on the tile, I see an "Edit account info" button. Clicking the button opens the Account popup window. Nowhere do I see an "Edit sign-in info" button or link.

 

 

March 21, 2023

Thanks for joining the Community and getting involved with this thread, tfk.
 

I've reviewed our recently publicized updates and can confirm there's currently no published information about changes to the user interface (UI) on the Banking screen, after using a connected account's Pencil () icon.
 

I tested this myself in our test drive account, and was able to see/use my Edit sign in info option.
 

Here's an image showing my experience:


 

Since you're not seeing your Edit sign in info option for an account that's linked with QuickBooks, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if you're able to see the Edit sign in info option.
 

Here's how to access incognito mode in some of the most commonly used web browsers:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Option P

 

If you're able to see your option while browsing privately, it's safe to say this problem's being caused by the browser. It can be fixed by clearing cached data and Intuit-specific cookies.
 

In the event it continues not displaying while browsing in incognito mode, you'll initially want to try switching to another browsing application.
 

Here's a list of supported browsers

 

  • Google Chrome - version 78 or newer
  • Mozilla Firefox - version 76 or newer
  • Microsoft Edge - version 75 or newer
  • Opera - version 68 or newer
  • Samsung - version 10 or newer
  • Safari - version 12 or newer

 

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.
 

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.
 

Here's our supported operating systems and internet speeds:
 

  • Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
  • Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
  • Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
  • Internet connection - 1.5 Mbps to 3 Mbps or higher.

 

If you meet all of our system requirements, but are still unable to see your Edit sign in info option, I'd recommend using a different device and/or internet connection. In the event it continues not displaying on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.
 

They can be reached while you're signed in.
 

Here's how:

 

  1. Use the Help (?) icon.


     
  2. Click Contact Us.


     
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.


     
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.
 

I've also included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements
 

If there's any questions, I'm just a post away. Have an awesome day!