need to change the default bank account reference

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I still am using the the trial version but have found a real roadblock.

Quick books see my cvs to qbo file as a wells fargo account.  it is not....
how do I change the account reference?  Happy to pay for the software but
need to know it will do the job.

thanks!
asked Aug 23, 2015 by anonymous

1 Answer

Hello,

You can change the bank identifier (INTU.BID) on the settings tab. Click the Lookup to locate your bank. If your bank is not listed, keep the default value 3000 (wells fargo).

This bank identifier is related only to the QBO file (to have your QBO file imported) - you will choose actual account in QuickBooks during import.

answered Aug 23, 2015 by sergiy
I too get the Wells Fargo account when I convert a cvs to qbo file.  I have QB Premier Non-Profit 2015.  Even when I choose my bank account during import it still puts the transactions into Wells Fargo even though I don't have a Wells Fargo account.

The only setting is for language.
Please look for the Settings TAB, not menu item. The tab is on the same line as Transactions and Source.
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