Adding business account

Question

Hi - I'm new to Quicken and I'm trying to add a business account from BNB Bridge Business Connect, however, my bank requires org ID, userid & password to log in to their site and Quicken only gives me the option to enter userid and pwd. Anyone has experience with this? Thank you

Ps56k2 · Answer

well that helps a lot - 
looks like THIS is the bank entry that should be used with Quicken - and NOT the ones listed above - 
The exact name used by Quicken always helps..... we have now listed the EXACT match for the website URL.
Also - it looks like you can manually download transactions from the bank website, and import those into Quicken.
This feature is listed as being avail - web connect - 
And again - the ORG ID - means nothing to us or Quicken - 
it must be how you or your organization are setup with the bank as some type of pool or group or ????  
and then you have a User ID & Password for you personally within that group...
54993    54993    54993    Bridgehampton Natl Business Accts    https://www.bridgenb.com/    (631) 537-1000    https://bridgebanking.bridgenb.com/wcmfd/wcmpw/CustomerLogin    ACTIVE         
BANKING&WEB-CONNECT         
BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

NotACPA · Answer

You're going to have to ask your bank about "Organization ID", as that has no meaning in Quicken.ALSO, ask them if that allow download from that type of account into Quicken ... and how.
No one here can answer those questions.

Martha M · Answer

Windows 10 Enterprise, R33.19

You will see on the site provided, that organization ID is required, along with the user Id and password. I'm located in the US. Thanks