There may be times when you need to "Re-Brand" or reset an account tied to QuickBooks Online Banking, for troubleshooting issues with Online Banking, such as error messages or unexpected results.
Make sure to create a backup of your company file before performing any of the solutions below.
The financial institutions directory (FiDir) in QuickBooks is updated automatically every time you send and receive transactions from the Bank Feeds Center. For more information about updating branding files, refer to Update the Financial Institutions Directory in QuickBooks.
Check for possible account issue by resetting your account for online access.
To setup account for Direct Connect, you must first apply for online services through your bank. If you use more than one account you may have to apply for each one separately. The bank will provide you with your login credentials once your application is approved. Contact your FI for details.
If your bank offers Direct Connect service, you will be redirected to this window:
Note: When you download transactions from the bank’s website and import them into QuickBooks for the first time, the account is automatically setup for online banking.