Teodora-Abrudean
Level 1

Does anyone have this issue when trying to connect a BMO bank account in QBO: I only have User ID and PW but no Customer ID?

When I'm connecting to my bank account online, I only enter my card number and PW. QBO is asking me for Customer ID (which I don't have), User ID (which I assume is my card number) and password (the same as I use to connect online). I tried to leave Customer ID field blank but it's not working.

Jessavell_A
QuickBooks Team

Banking & Currency

The information required to connect your bank to QuickBooks depends on your financial institution, Teodora.

 

When connecting your bank to QuickBooks, your credentials are a key part of the login security. This includes your Customer ID, which is a unique identifier for your company that only your bank can provide. Therefore, I recommend contacting your bank directly to obtain your Customer ID so you can proceed with connecting your BMO account to QuickBooks.

 

Alternatively, you can choose a different link for BMO that doesn't require a Customer ID.

 

If you have any additional questions, please don't hesitate to click the Reply button below.