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dong-annie33
July 13, 2021
Question

How to change a bank account

  • July 13, 2021
  • 4 replies
  • 0 views
I need to change a bank account connect with quickbook. How do i do that?

4 replies

LieraMarie_A
LieraMarie_A
July 14, 2021

Hi there, @dong-annie33. I've got all the steps you'll need in changing your bank account.

 

To clarify, are you trying to change your bank account information connected to QuickBooks? You can update it on the Banking page.

 

Here's how:

  1. Click Banking from the left menu.
  2. Select the Edit ✎ icon for the bank account you want to update.
  3. Choose Edit account info.
  4. Enter your updated bank info and click Save and connect.

 

Once completed, the system will try to connect with your bank to verify your information. Once you see a confirmation message, select I'm done, Let's go!. You can read through this article for more detailed steps: Update your bank account sign-in information.

 

If you're trying to change your bank information on your payroll account, you can go to the Payroll Settings. Here's our guide for the detailed steps: Change payroll bank account.

 

Lastly, if you want to switch the bank account that QuickBooks Payments puts customer payments into, this option available on your company settings. Refer to this article for more info: QuickBooks deposits payments info.

 

Swing by here if you have other questions about this or if you're referring to something else. I'll be more than willing to help. Have a nice day.

LieraMarie_A
LieraMarie_A
July 17, 2021

Hi @dong-annie33,

 

Hope you’re doing great. I wanted to see how everything is going about updating your bank account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

S
Svoboda Floor
February 28, 2024

Problem!  I do not have a  Banking on my left side menue.

I am on desk top Quickbooks

 

L
Leonard98
March 12, 2025

I need to change my bank account.

L
Leonard98
March 12, 2025

I want to change my bank account.

S
ShyMae
March 12, 2025

Warm greetings, Leonard. Since this thread mentioned both QuickBooks Online and QuickBooks Desktop, I'll provide multiple scenarios on how to change your bank account. I want to ensure we're aligned and this process is successful.  

 

Are you trying to change your bank account information connected to QuickBooks Online? If so, we can update it on the Banking page.

 

Here's how:

 

  1. Go to the Transactions menu, then Bank Transactions.
  2. Click the Edit ✎ icon for the bank account you want to update.
  3. Select Edit account info.
  4. Complete your updated bank information, then click Save.
     

 

If you are using QuickBooks Desktop, I recommend checking out my colleague Kimberly's guide on updating your bank account within the product.

 

If you want to change your bank account where QuickBooks Payments deposits customer payments, here's how you can do it:

 

  1. Head to the Gear icon and select Account and Settings.
  2. Navigate to the Payments tab. Select the Change Bank option in the Deposits section next to Standard Deposits.
  3. Click Add new bank account.
  4. Enter the account and routing number for the new bank account you wish to add. Then, select Save.
  5. Find the new bank account from the list and hit Verify.
  6. Input the two small amounts we have deposited to the new bank account.
  7. Review the bank account information and complete your request.

 

For more information, refer to this article: Change the deposit bank account for QuickBooks Payments.

 

If you're trying to change the bank information on your payroll account, here's an article for detailed guidance: Change payroll bank account.

 

Moreover, here are some articles you can visit as a guide to managing your bank transactions in the future:

 

 

The steps above provide various ways to update your bank account, depending on your needs. If you encounter any difficulties or need further assistance, I'm still around to help.

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