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AngBC
March 14, 2023
Solved

Connect to BMO credit card (Canadian)

  • March 14, 2023
  • 2 replies
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Hi, I am trying to connect my BMO credit card to my QBO. On the page to enter login and password, it is asking for Customer ID, User ID and password. What is the Customer ID?

I called BMO and they advised that the Customer ID is the QBO Customer ID, but that does not work.

Can someone advise where I can find the Customer ID?

Thank you!

Best answer by Ladner Girl

Hi AngBC,

 

This is not the outcome we'd expect and your banking is a vital part of your business.  I encourage you to contact us outside of Community.  Our Customer Care team will work with you in real time and ensure you're able to connect your accounts to QuickBooks Online without further delay!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

We look forward to hearing from you!
 


Hello

 

You need to choose a different BMO to connect to.  Type in BMO and choose a different one This one worked for me. 

 

Bank of Montreal Canada - Business(Deposit, Line Of Credit and Credit Cards)

 

2 replies

T
Trish_T
March 14, 2023

Hi AngBC,

 

It's nice to see you in Community.  Welcome!  Connecting your bank and credit card accounts to QuickBooks Online is a dynamic way to upload your transactions effortlessly.  I'd be glad to assist!

 

First and foremost, let's direct you to your company ID number.  However, this isn't what's required when linking your bank and credit card accounts to QuickBooks Online.

 

Follow these steps to locate your Company ID:

 

1. Click on your Settings ⚙ in the top right of your QuickBooks Online account

2. Select Billing and Subscription from the left menu

3. Your Company ID is located at the top of this page.

 

When it comes to connecting your accounts, you'll enter the exact credentials you use when logging into your banks website.  Here's a detailed guide for your reference.

 

Should you require additional assistance, please don't hesitate to contact us.  It would be a pleasure to work with you directly and assist you with successfully connecting your accounts to QuickBooks Online without delay!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
 

If you have any other questions, please feel free to reach out again.  We're always happy to help!

A
AngBCAuthor
March 14, 2023

To clarify, on the credentials page for BMO, the required fields are Customer ID, User ID and Password. See attached picture. The instructions in the link only talk about User ID and Password. What is the Customer ID?

Thank you

 

 

T
Trish_T
March 14, 2023

Hi AngBC,

 

Thanks for getting back to us here.  The Customer ID is your associated bank card number, usually the same as your User ID, unless you've created a User Name.  Complete the set up by entering your password and hit Continue.  That should do it!

 

 

F
fy 23179fgv
April 24, 2023

We've had the same issue for 2 weeks - here's what worked for us finally:

 

1. search for BMO in the search field at the top (don't just use the BMO option included in the default list). 

 

2. Try ALL the different BMO log in options. Yes, even the ones that clearly don't apply to you. In our case we have a BMO Business Credit card only (no debit card, no 'Client ID', no personal accounts) The log in that finally worked was the 'BMO Personal' - makes no sense, but I don't care. It re-established the connection.

 

best of luck if you're also struggling with this mess.

 

 

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