QuickBooks® Account Number Change Guide

You have been notified that you need to update your Account Number within your software. Please follow the below instructions for all supported versions of QuickBooks (QuickBooks 2005 or later). Note: QuickBooks versions prior to 2005 have been retired by Intuit and cannot be used with Online Banking and/or Bill Pay through QuickBooks with Wells Fargo.

After the change of your accounts(s), if you do not make these updates within your software, you will not be able to download your most recent transactions or request transfers. However, these service features will be re-established once you make these important changes.

Before You Begin

  • Download your account history with the old account to receive final transactions that occurred and update your register one last time. If you do not download by the date in your communication, you can refer to your Credit Card account statement and manually enter the transactions into your software.
  • We recommend that you back up your files before continuing.
  • Update your payee list. If you are using Wells Fargo's Bill Pay service to pay your Credit Card account, please be sure to update the new account number in your payee list prior to your next scheduled payment.

Edit Your Account Number In QuickBooks

  1. Select Chart of Accounts from the List menu.
  2. Select a Wells Fargo online account. Click the Account button, Select Edit.
  3. The Edit Account dialog box appears. Click Online Info tab.
  4. Enter your new account number in the Account Number field.
  5. Review the account information and click Ok.
  6. Connect to Wells Fargo to Download Your Statement and Create Payment Instructions.
  7. Select Online Banking Center from the Online Banking menu. The Online Banking Center appears. Click Send. Be sure to use your Wells Fargo PIN. Click Ok.
  8. We suggest backing Up Your QuickBooks Data
  9. Back up your current QuickBooks data, and do not return to any previous backup files.

If you have any questions or difficulties in completing these changes in your software, you may speak to a Technical Product Specialist by calling 1-877-273-1106, option #3 anytime. We appreciate your business and look forward to serving you for years to come.