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soll_accounting
July 8, 2023
Question

Trying to link bank acct to QBWhat is Customer ID User ID (to bank or to QB?) Password9To bank or QB?)

  • July 8, 2023
  • 1 reply
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1 reply

T
Trish_T
July 10, 2023

Hi soll_accounting,

 

Thanks for reaching out here.  It's important that you're able to connect your bank and credit card accounts to QuickBooks Online, effortlessly.  I'd be glad to assist!

 

When linking your accounts, you'll enter the user name and password exactly as you would when logging into your bank's website.  

 

Feel free to reach back out if you have other questions.  We're always happy to help!

C
Chalet Onirik
August 7, 2023

Well, I have the same problem...It ask for Costumer ID and user ID to connect to the bank account...I only use the debit card number when I connect to the bank account on their website. So, what are the Costumer ID and the User ID ? Right now, I cannot get the account in sync with the Quickbook because of that...

Sam

    J
    JamesM4
    August 7, 2023

    Hello Sam. Glad to have you chime in on this thread. I'd like to help steer you in the right direction so you can access your bank and sync your transactions in QuickBooks. In order to get the Customer ID I recommend reaching out to your bank's support team as they have the right tools and the resources to provide this number to you. In the meantime, feel free to ask other questions, I'm here to help. 

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