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Editing Online Banking Information in QuickBooks

An online bank account or credit card's login information needs to be changed/updated in QuickBooks.

Solution Description

Important: Other than your password, do not change your logon information for online services unless your financial institution asks you to.

How you change your logon information depends on the type of connection offered by your financial institution or credit card provider.
  1. From the Lists menu, select Chart of Accounts
  2. Locate the account to be edited
  3. Right-click the account
  4. Select Edit Account
  5. Click the Online Services tab
  6. Edit information here as necessary
  7. Click Save & Close


KB ID# HOW13306
11/28/2015 3:46:35 PM
QYPPRDQBKSWS03 9132 Pro 2016 f78657