Umpqua – Columbia Bank Transition: QuickBooks Bank Connection Instructions

This week Umpqua Bank has officially changed their name to Columbia Bank.  While that generally just changes what you see on your statement, it has impacted those that have their bank accounts connected in QuickBooks.  What it means is that you will need to update your bank connection by disconnecting and reconnecting the accounts that were formerly linked to Umpqua Bank. Please use the steps below to make sure your transactions continue to be downloaded.

Deactivate or disconnect your accounts.

QuickBooks: Go to Banking (or Transactions > Bank Transactions), select the account, click the tile or pencil icon, choose Edit account info, select Disconnect this account on save, and then Save and Close.

Reconnect your accounts.

QuickBooks: Go to Banking (or Transactions > Bank Transactions) and choose the disconnected account or click Connect account. Search for Columbia Bank or ColumbiaBank.com and enter your online banking login credentials. Ensure you link to your existing account and use the date of the last downloaded transaction as the start date to prevent duplicates

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