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jeffreydease
Mar 28, 2022 1:34 AM UTC
Question

What information is the form asking for when I am setting up Bank Payments?

What information is the form asking for when I am setting up Bank Payments and click the "BMO Business Banking" button. It says "Customer ID (8 characters max)", "User ID (12 characters max)", and "Password". My login to BMO is my bank card number, which is 16 digits. I am not aware of any "customer ID" other than my account number, which is more than 8 characters. So I have nothing that can be put into the form. So what information is supposed to go in those fields?

1 reply

Nick K
Mar 28, 2022 8:54 PM UTC

Hi jeffreydease.

 

Setting up your payments account to receive bank payments is a great way to give your customers more ways to pay for their invoices. I'd be happy to help point you in the right direction to get your account set up.

 

The log in information that is being asked is coming from your bank specifically and not QuickBooks. In order to know what information is being requested I recommend reaching out to your bank as they would know exactly what to put into each category. 

 

If you have any questions let us know and we'd be happy to help.

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