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michelle11
December 27, 2018
Question

How do I change bank account information for payroll on QBO?

  • December 27, 2018
  • 1 reply
  • 0 views
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1 reply

MorganB
MorganB
December 27, 2018

Hey there, michelle11.

 

Thanks for taking the time to visit the Community. I'd be glad to show you how to change bank account information for payroll in QuickBooks Online.

 

There are just a few steps to change your payroll account info. Here's how:

 

1. Click the Gear icon in the top right corner.

2. Select Payroll Settings.

3. Choose Preferences at the top of the page, beside of Setup.

4. Click Accounting Preferences.

5. Select Customize at the bottom of the page.

6. You'll then be able to choose the checking account to use for payroll.

 

* The account will have to be one that is already connected to QBO. This article will walk you through the steps of connecting an account if the one you need for payroll isn't already linked: https://quickbooks.intuit.com/community/Getting-started-with-QuickBooks/How-to-use-Online-Banking-Connect-Bank-Accounts-and-Review-your/ta-p/170202.

 

This write-up provides additional info on payroll accounting preferences: https://quickbooks.intuit.com/community/Employees-and-payroll-taxes/Payroll-accounting-preferences/m-p/185710.

 

You'll now be able to change the bank account used for payroll. Please don't hesitate to reach out to me if you have any other questions.

1
12354546575
February 15, 2019

I Don't see a customize at the bottom of the page

 

    MorganB
    MorganB
    February 15, 2019

    Hello, 12354546575.

     

    Thanks for following up on this thread. I'd be glad to provide some info on your question about the Customize button.

     

    To isolate the issue, I'd like to make sure this isn't a problem with the browser. I recommend clearing the cache, since it can sometimes become full of older data, potentially causing viewing errors in QuickBooks Online. Clearing the cache will allow you to work with a clean slate and resolve errors like this. This article will walk you through the steps depending on which browser you're using: https://quickbooks.intuit.com/community/Getting-Started/How-do-I-clear-my-browser-cache-and-temporary-Internet-files/m-p/186420.

     

    If you're still not seeing the Customize button, you may want to call in to speak with a member of the Payroll Support Team. Agents have the necessary tools, like screen-sharing, to look into your account and determine what's causing this problem. The number to speak with an agent is 1-800-488-7330. The most up-to-date contact information can be found here: https://help.quickbooks.intuit.com/en_US/contact.

     

    Feel free to comment below and let me know how things look after trying this out. I'll be here to help in any way that I can.

     

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