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February 10, 2024
Question

How to change bank account and touting numbers

  • February 10, 2024
  • 1 reply
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Routing number and bank

1 reply

February 10, 2024

I'm pleased to assist you in changing your bank account and routing numbers, @giljurado001

 

You can update this information in your Bank RegisterPayrollQuickBooks Payments, and Chart of Accounts. I can guide you through the process. 

 

Here's how to update your bank account details in each section: 

 

Bank register:

  1. Go to Transactions and select Bank transactions.
  2. Choose your bank and click Edit sign-in info.
  3. After signing in, you can review and edit your bank account details.

 

Payroll:

  1. Go to the Gear icon and select Payroll settings.
  2. Choose the Bank accounts section.
  3. Click the pencil icon, then review and edit your account and routing numbers.

 

QuickBooks Payments:

  1. Log in to your QuickBooks Payments account.
  2. Go to the Account menu, then select Account Profile.
  3. In the Deposit Account Information section, click Edit.
  4. Choose how you want to receive the confirmation code.
  5. Enter the code in the pop-up window.
  6. Update the Routing/ABA Number and Account Number, then hit Submit.

 

Chart of Accounts:

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Under the Advanced tab, choose the Chart of accounts section.
  4. Tick the Enable account numbers and the Show account numbers boxes.
  5. You'll see a column where the account number is. From there, you can review and edit your bank details.

 

In case you need assistance with reconciling your accounts, you can check out this article: Reconcile an account in QuickBooks Online.

 

Please let us know if you require further help changing your bank account and routing number. The Community is always ready to back you up.