Was this page helpful?
Thank you!

Comments or suggestions?

Enter Email Address (optional)

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

If this solution does not resolve the issue, please review other available QuickBooks support options for additional guidance. You can also read and post messages relating to your issue on the QuickBooks Community forums.

Your opinion counts! Please use the voting and feedback buttons to help us build a better knowledge base.

KB ID# HOW13306
9/1/2015 11:25:35 PM
PPRDQSSWS401 9125 Pro 2015 a9503b