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BayouCity84
March 1, 2022
Question

How to view contractors bank info

  • March 1, 2022
  • 1 reply
  • 0 views

Is there a way to view a contractors routing number and bank account number who is already setup for direct deposit in qucikbooks online?

1 reply

A
AileneA
March 1, 2022

Hello, BayouCity84.

 

When you're paying your contractors using direct deposit, QuickBooks Online (QBO) won't display all the digits of their bank info for security purposes. But I've got a workaround for this. I'd suggest pulling up the Vendor Contact List report. This way, you'll be able to verify that what you've entered is correct. Let me guide you how. 

 

  1. Go to the Reports menu.
  2. Select the Vendor Contact List report from the Expenses and vendors section.
  3. Go to the Account # column to check your contractor's bank info. 

 

 

 

 

After pulling up the report, you can print it by selecting the Print icon. This way, you can retain a copy of your vendor's information. You can also have the report memorized to save its current settings. For the detailed steps, kindly refer to this link: Memorize reports in QuickBooks Online.

 

QuickBooks will also let you manage your vendor's banking information for direct deposit by editing it through their profile. You can learn more about it by checking out this article under the QuickBooks Online Payroll section: Manage your direct deposit for contractors. 

 

Please let me know if you have any other concerns or follow-up inquiries in QBO. I'll be here to keep helping. Have a nice day.

B
BayouCity84Author
March 1, 2022

I have tried that and the account field in that report is blank. It doesnt show the account number.

AlexV
AlexV
March 1, 2022

Hi BayouCity84!


Thanks for the reply. Let me further assist you with the contractor's bank info.


The Account # column in the Vendor Contact List report will only show the figures you entered in the Account no. field from their vendor profile. You'll want to manually add their bank details first on the said field before running the report.

  1. Go to the Expenses menu and select Vendors.
  2. Select the contractor/vendor's name, then Edit.
  3. On the Vendor Information pop-up, enter the bank info in the Account no. field.
  4. Tap Save.

 

Also, currently, we're unable to run a report that will show the bank info entered for the direct deposit. You'll want to send feedback to our developers and let them know that you need such a feature in QuickBooks Online. Go to the Gear icon and select Feedback.


I added this link if you need more help in running, customizing, and saving a report: Run reports in QuickBooks Online.


I'm only a post away if you have additional questions. Take care always!

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