US Bank Transactions - can not find bank ID

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I am able to actually "convert" the file, but when I try to read it into QuickBooks, QuickBooks thinks it is a Well Fargo File.  If I import, it imports it into the wrong register.  The one-person company I am working for moved from Kansas to Minnesota.  It changed banks at move time and is now changing again.  I have 4 checking accounts, 6 savings accounts and 7 credit cards in 3 banks; Bank of America, Wells Fargo and US Bank.  Wells Fargo and BOA work fine, but US Bank charges to download into QuickBooks. I need a bank identifier for US Bank - they must have one or else they would be able to download to QuickBooks at all, fee or not.  Can you help?
asked Jun 15, 2015 by anonymous

1 Answer

Hello,

The following instructions should help you:

  • in CSV2QBO, make sure to enter different account # on the settings tab for CSV files for different accounts (you may simply enter actual account or credit card number if this is easier for you).
  • in QuickBooks, please open the chart of accounts and notice if the account you to import to has yellow strike icon. Edit each account with strike icon, click on the Online Services tab and select "delete/remove online services link" and save the changes. You have to do this only once.
  • in CSV2QBO, with the account ID, you may also change INTU.BID by clicking on the Look Up button and selecting your bank. If your bank is not listed, leave default value 3000 (Wells Fargo). This defines the name of the bank you see during the import, but it is only related to the QBO file - you will choose the account during import. Make sure to do previous instruction above, and you can keep INTU.BID as 3000 for all your accounts.
answered Jun 15, 2015 by sergiy
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