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December 14, 2020
Question

Updating Bank Login Information

  • December 14, 2020
  • 2 replies
  • 0 views

Hi, I updated my username and password for my bank.  I cannot find where to update the information in Quickbooks.  When I click on the pencil on my account it's not showing me an option to update my login information.  Any help would be greatly appreciated.

2 replies

December 14, 2020

I'm here to help update your bank account sign-in information, tisland.

 

Before we proceed, may I know which bank account you're trying to update the sign-in information? This way, I'll be able to check if there are related issues with your financial institution.

 

Here's how to update your bank login credentials:

  1. Go to the Banking menu.
  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!

 

However, if you're still unable to update the details, I suggest performing basic troubleshooting steps. This could be a browser-related issue. The stored cache can affect the performance of QuickBooks Online which causes unexpected behavior.

 

To begin, I suggest logging in to your account via a private window. This doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser. 

 

Here are the keyboard shortcuts: 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, I suggest performing the steps above. If you're able to update the information, let's clear the cache of your browser. This helps remove its stored cache so QuickBooks will perform efficiently.

 

If private browsing doesn't work, I recommend using different browsers. They'll provide you the best and most secure experience with QuickBooks. For more details, I encourage checking this article: System Requirements For QuickBooks Online.


For more details about changing your sign-in information, I suggest browsing this article: What To Do If You Get a Bank Error or Can't Download Transactions in QuickBooks Online.

 

Additionally, I've added an article that'll help you review downloaded bank transactions and assign them to the correct accounts. This is to ensure your books are accurate: Categorize and Match Online Bank Transactions.

 

For other banking concerns, feel free to let us. Doing so helps us to further assist you.

tislandAuthor
December 18, 2020

Our bank is Chase. We do not have the edit sign in info option. 

June 25, 2021

I think it's a glitch... and it cannot be fixed. Yay!