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M
moran
October 31, 2023
Question

How did an online payment my customer made end up in the wrong bank account? It went into the bank account set up on a different business which is now cancelled.

  • October 31, 2023
  • 1 reply
  • 0 views
I started a fresh QB account using a new bank account with a different bank that I just opened recently (which has direct deposit turned on) I even updated the email address that Interac uses for my direct deposits. I can't understand why the payment went into my old bank account. What should I do to insure it doesn't happen again?
Thanks

1 reply

T
Trish_T
October 31, 2023

Hi moran,

 

I appreciate you reaching out to us here.  Providing your customers with the option to pay directly from the invoice they receive, is a great way to prevent overdue accounts.  It's important that your funds are received without delay.  I'd be happy to help!

 

Please follow these steps to update your bank information for QuickBooks Online Payments;

 

1. Log into QuickBooks Online from a web browser

2. Open your Settings ⚙ and select Account and settings

3. Click on the Payments tab. In the Deposits section next to Standard Deposits, select Change next to your existing bank account

4. Hit Add new bank account

5. Enter the card number

6. Follow the prompts to enter your login credentials and connect your account

7. Hit Save 

8. Review the bank account information and ensure it’s selected before completing your request.

QuickBooks will start depositing customer payments from online invoices and other sources into the new account.

 

Please don't hesitate to reach out with other questions.  We would be glad to assist!

M
moranAuthor
October 31, 2023

Hi Trish, thanks for the quick reply! Actually, the payment by the customer was by clicking my invoice and paying by credit card, but it went to the wrong bank account. I have actually tried the steps you mentioned, several times yesterday and then again today. Once I fill in the new bank info and then click 'confirm', I am presented with the screen where it wants to be sure I'm actually me. I click send me a text, but I never receive it. I also tried clicking 'call me instead', still nothing comes to my phone. I've checked the phone number on my account and it is correct. Any ideas on that?

A
Amanda-B
October 31, 2023

Welcome back, moran. There are a couple places you'll need to check in order to make sure you have the correct phone number. In the top right hand corner, you'll see a blue circle. Click on this and select "Manage your intuit account". Next, chose "Sign in & security". Here you can verify if your phone number is correct. The next area to look would be in Account and settings. Click on the Gear icon, select "Account and settings", click on "Company", and then then select "Contact info". Make sure the number is correct in this section as well.

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