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R
RWRobbins
October 21, 2022
Question

Bank feeds login ID

  • October 21, 2022
  • 1 reply
  • 0 views

When I attempted to set up the Bank Feeds in QB Enterprise, after I entered my bank login ID I received the following message:  Invalid customer ID. Customer ID can only contain alpha numeric characters.

 

My bank ID ends with a #, and that works fine on the bank's website.  But somehow QB will not accept it.  Is there a way around that issue outside of me having to create a new bank ID?

1 reply

MaryLandT
MaryLandT
October 21, 2022

Hi there, RWRobbins.

 

Let's eliminate the error so you can connect your bank accounts to online banking in QuickBooks Desktop. 

 

You can start by putting in the Customer ID on the Bank Feeds Settings to match with what's on your bank's website. Here's how:

 

  1. Go to Company at the top, then Chart of Accounts.
  2. Right-click the affected online-enabled bank account, then select Edit Account. 
  3. Go to the Bank Feed Settings tab and enter the correct Customer ID.
  4. Click Save & Close.

 

Once done, connect your bank account. Please know that there are two ways to set up an account. You can connect with Direct Connect or Web Connect. The way you connect depends on what's available at your bank. Please browse this article for the detailed steps: Learn how to set up a bank account and connect it to Bank Feeds.


For the new bank ID, I suggest contacting your bank so they can help you change it when needed. 

 

I'm also adding this article for extra help in fixing the error message you encountered:  Re-brand or reset accounts for Bank Feeds access. Also, before performing any troubleshooting steps, please make sure to create a backup copy of your company file. 
 

Keep me posted if you have additional questions by commenting below. I'm always right here to help you.

R
RWRobbinsAuthor
October 21, 2022

None of that actually addresses the issue at all.  My bank login ID in rickrob# - and that works fine when I go to the bank website.  But for some reason QB is telling me that is not a valid customer ID.  I was trying to find out if there is someplace within QB where rules for IDs are set up and if those can be modified given that from the bank's perspective my login ID is valid.

    V
    victoriah1956
    December 19, 2023

    RWRobbins, did you find a solution to this log-in issue with QBs accepting your bank login id?

     

    I'm just setting up payments account and ran into this as well.

     

    Thanks,

     

    VictoriaH1956

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