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November 29, 2022
Question

Direct Deposit Listing (Payroll Transition)

  • November 29, 2022
  • 1 reply
  • 0 views

I have managed several payroll provider transitions.  QBO is the first platform that will not provide a listing of banking information by employee to aid in this transition.  QBO is also the only platform I have seen that encrypts the numbers with no way of making them visible again.

 

Does anyone have any out the box solutions besides reaching out to each of our employees to update the information?

1 reply

November 29, 2022

Hello, simeonshigg.

 

I know the importance of having the list of all the Direct Deposit information of your employees in QuickBooks Online. Currently, all sensitive data in QuickBooks is encrypted for security and protection.

 

If you want to verify and update their details, you'll want to request and get a hard copy of your employees' bank information. Then, manually their profiles one at a time.

 

Here's how:

 

  1. Go to Payroll, then Employees.
  2. Select your employee.
  3. From the Payment method, select Start or Edit.
  4. Enter the new bank account info.
  5. Once done, hit Save.

 

The idea of adding this option is great for future product development. I encourage you to send a product request to include this feature. To do this, click the Gear icon, then select Feedback.

 

I'm also adding this article for more insights if you want to run different payroll reports: Run payroll reports in QuickBooks Online Payroll.

 

I'll hear you out if you have other concerns regarding Direct Deposit. Have a great day.

November 29, 2022

This reply is not helpful.

 

Thank you for the reply though.