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Register Mode: Reset online services for an account

Sometimes, to correct a problem in your company file or between an online account and your financial institution, you need to turn off online banking for the account, then turn it on again.

To do this task

  1. Print these instructions.

  2. Make a new backup of your company file.

    Important: Do not overwrite an existing backup.

  3. If you have unsent transactions or messages for the account, send or delete them from the Online Banking Center.

  4. Open the Online Services tab of the account to reset.

    1. Click Home.

    2. Click Chart of Accounts in the Company section. Open the Chart of Accounts window

    3. Single-click the account to change.

    4. Click the Account button at the bottom of the Chart of Accounts and then click Edit Account.

    5. Click the Online Services tab.

  5. Write down the proper name of the financial institution where you have the account.

  6. Carefully write down all other information from the Online Services tab—you need it to enable your account again later.

    Note: It's a good idea to contact your financial institution and verify this information.

  7. In the bottom section of the Online Services tab, clear the checkboxes for all online services.

  8. Click Save & Close to close the Edit Account window.

  9. Read the warning message, and then click OK.

  10. Exit from QuickBooks, then start it again.

  11. Add the online service(s) to the account again, using the information you wrote down in Step 6.

  12. Try connecting again.

    If your financial institution has changed its PIN format, you may receive a message that your PIN is no longer valid. If this happens, contact the financial institution for a new PIN.

If you are still having problems, check the Go onlineQuickBooks Support site on the Web or try the Go onlineQuickBooks Community sites, where many special case situations are discussed by other QuickBooks users.

See Also

KB ID# H_OLBC_HELP_RESET_ONLINE_ACCOUNT
9/25/2016 3:35:28 AM
PPRDQSSWS400 9138 Pro 2017 1fea9f