Skip to main content
C
cmi5
December 8, 2021
Question

Incorrect bank details

  • December 8, 2021
  • 1 reply
  • 0 views

Just wondering if anyone knows a solution.

I have updated our bank account/EFT details on all our invoice custom forms and when previewing the invoice it shows as changed and correct, but when I’m previewing the email as I’m sending the invoice through QuickBooks there is a section with bank details that are no longer valid yet I cannot seem to find a setting to change it? Has anyone come across similar? Thank you

1 reply

JoesemM
JoesemM
December 8, 2021

Thanks for letting me know about this, @cmi5. I'm here to ensure you get the best support to check the bank details when sending an invoice.

 

Account-specific concerns related to money movement are mainly handled by our Live Support Team. We're currently unable to check the bank details in this public forum for security reasons.

 

At this time, I encourage reaching out to our Merchant/Payments Support Team so they can check and review this further securely. Also, a representative can take a look into the setting and change it for you. For the support's contact information, check out this link and to go the QuickBooks Online with Payments & Merchant Service Center section: Contact Payments Support.

 

You can also send sales forms or reports to many email addresses to make your task easy and efficient. Check out these resources for more info:

 

 

Once everything is all set, you'll want to check these links for reference. This contains detailed steps on how to manage your receivables flawlessly:

 

 

I'm just a few clicks away if there's anything else you need. I'll ensure you're all set. Wishing you all the best in everything that you do. Take good care, @cmi5.

Terms & ConditionsAccessibility statement