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Update the Financial Institutions Directory in QuickBooks Desktop

The financial institutions directory (FiDir) in QuickBooks Desktop is updated automatically every time you send and receive transactions from the Bank Feeds Center.  

If you're experiencing problems connecting with your bank or have recently upgraded from a previous version of QuickBooks Desktop, updating the financial institutions list is a good troubleshooting step to ensure you have the latest updates for your financial institution. The FI list is different for each version of QuickBooks.

ImportantBefore troubleshooting any online banking issues:

  1. Make a backup of your company data file.
  2. Update QuickBooks to the most current release to make sure you have the latest updates.
  3. If you're running an older version of QuickBooks, refer to QuickBooks service discontinuation policy and upgrade information.
Detailed instructions

To update the QuickBooks Desktop financial institution list:

KB ID# HOW12270
10/28/2016 8:55:46 AM
QYPPRDQBKSWS07 9138 Pro 2017 3f4ab5