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FourToGo
February 20, 2025
Question

Verify Bank Infomation - how add 2nd person

  • February 20, 2025
  • 1 reply
  • 0 views

I want to be able to verify my bank information on Quickbooks when it gets disconnected.  But only my CPA's email address is listed as an option to verify.  How do I add my email address also (I am the owner of the company.). This is what is show:

 

For your security, A. F. Credit Union requires additional verification info.

 
Please select a delivery method for a one-time passcode
 
(Only my Accountant's email address is listed)
 
 

1 reply

A
ArielI
February 20, 2025

I appreciate you reaching out to the Community forum, @FourToGo. I'll clarify things about the multiple emails for account verification in QuickBooks Online (QBO).

 

Please note that some banks allow you to add multiple email addresses to your account. To verify this and get assistance, I recommend contacting your bank directly for guidance on how to add these additional email addresses.

 

Once everything is settled, you can now update your account. You can follow these steps:

 

  1. Go to the Transactions section and select Bank Transactions.
  2. Locate the specific account card you want to modify. Click on the Pencil icon to edit the sign-in information.
  3. Enter the required credentials in the provided fields.
  4. Once all information is correctly filled in, click Save and Connect.
  5. Finally, click Done to complete the process.

 

 

Additionally, I'm thrilled to inform you that our QuickBooks Live expert Assisted team is also available anytime to help you with accounts in QBO. Please feel free to reach out to them as they are equipped to offer specific solutions tailored to address your concerns.

 

I'll also include these articles on how to categorize and reconcile transactions in QBO:

 

 

If you have any additional questions regarding your QBO accounts, please click the Reply button to let us know. We are always here assist you anytime.

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