direct connect

I can share some information about connecting your online banking account to QuickBooks Desktop (QBDT), @CB2022.

When trying to set up your bank connection through Direct Connect, you'll need to secure a bank-provided PIN or password. If they can't provide you with the necessary PIN that QuickBooks is asking for, I suggest you use the Web Connect method. You'll download the transactions from your online banking account and import them into your QBDT account.

Here's how to download your bank transactions:

1. Go to your online banking account to get your file.
2. Check or follow your bank’s instructions to get a copy of the data and then save it on your computer.
3. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
4. Please take note of the supported file format. It should be a QuickBooks Online (QBO) file.
5. Download your transactions and save the file to your desktop.

To import it to QBDT:

1. Go to the Banking menu, select Bank Feeds and click on Import Web Connect Files .
2. Find the QBO file that you've downloaded and click Open .
3. When prompted to select your bank account, use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks, or create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet.
4. Click on Continue and then OK .
5. You can now proceed to the Bank Feeds Center to review your transactions.

Refer to this article for more information about connecting your bank account to the bank feeds center and getting your transactions: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

From here, you can now review, match, and categorize your transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

If you have other questions about adding your bank transactions, I'm happy to answer them for you. Just post it here as a reply and I'll take a look at it. Have a good one.

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direct connect

Thanks for your reply. Unfortunately, since I already made account inactive then recreated it will not let me go any further. I have the updated account activated; it just will not let me reset the pin. The pin required by bankfeeds with SunTrust was 4 digits however, BB&T is 5 digits.

Therefore, I am just stuck.

Spoke with BB&T (now Truist) twice and both times I was told they do not require a pin for direct feeds Just username and passwords that entered during original set up of active account - referred me back to QuickBooks support again stating this QB's requirement. Which years ago, when I was with SunTrust and originally set up my bank feeds the 4-digit pin was something I created myself (Not SunTrust).

However, I can’t change the pin when prompted because QuickBooks will not accept the original old 4-digit pin.

When I click change pin/password - it requires me to enter the old password (4 digits) but when I type that I just get box saying it has to be 5 digits. Please reference below: