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buttonsoftshop-g
February 15, 2022
Question

Can someone help me on how to link my bank account with quickbooks?

  • February 15, 2022
  • 3 replies
  • 0 views
DCU bank changed their login menthod. QBO still uses the old method

    3 replies

    M
    MirriamM
    February 15, 2022

    Welcome to the Community space, @buttonsoftshop-g.

     

    I'm here to help link your bank account with the new login method that your bank changed.

     

    To update your bank login credentials in QuickBooks Online (QBO), follow the below steps:

    1. In the left menu, click Transactions or Banking, then go to the Banking tab.
    2. Select Update. 
    3. Enter your updated username and password in one of the following ways:
      • If Error 103 appears, select the Reconnect my account link and then enter your credentials.
      • If no error message, select the Edit and then choose Edit sign-in info.
    4. Select Save and connect. 
    5. Once you see a confirmation message, click on I'm done, Let's go!

     

    For more information about changing your sign-in information, here's an article that you can visit: What to do if you get a bank error or can't download transactions in QuickBooks Online.

     

    To help you review downloaded bank transactions and assign them to the correct accounts in the future. Here's a resource that you can refer to: Categorize and match online bank transactions in QuickBooks Online.

     

    Please let me know if you have any other banking concerns. I'm always here to help you. Have a good one!

    B
    Ben H
    February 17, 2022

    I'm experiencing this same issue and the "boilerplate" reconnect method isn't fixing the issue.

     

    DCU has now required all customers to change their username to a alphabetic name rather than the member number.  QBO is still prompting for a member number when I attempt to reconnect my account.  I've tried reconnecting using both the newly established username as well as the old member number with no success.

     

    Please elevate this issue for tech support.  Thanks!

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      February 16, 2022

      @buttonsoftshop-g 

      Try opening your QBSE account on any private/incognito browser.

      R
      roxannemann59
      June 11, 2022

      Hello,

       

      All the entries in this string refer to Quickbooks Online.  I am using Quickbooks Desktop.  The suggestions offered here are not available, or at least I can't find them.

       

      Can someone here help me connect to DCU using Quickbooks Premier Edition 2020 so I can download my transactions and reconcile?

       

      Thank you,

      Roxanne

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