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mcolbert
August 5, 2022
Question

I changed bank accounts and need to set it so that tax payments and payroll come out of the new account

  • August 5, 2022
  • 1 reply
  • 0 views
I changed bank accounts and need to set it so that tax payments and payroll come out of the new account

1 reply

Candice C
Candice C
August 5, 2022

Good morning, @mcolbert. 

 

It's great to see you back in the Community. I'd be more than happy to help you change your payroll bank account in QuickBooks Online. 

 

There's six important steps you need to take in order to do this successfully. Here's how: 

 

  1. Gather bank account info and principal officer address.
  2. Set up bank account in chart of accounts. 
  3. Check for pending tax payments and payroll transactions (direct deposits or paychecks). 
  4. Change your bank account with QuickBooks Online Payroll service. 
  5. Verify your bank account (if you connected manually). 
  6. Edit your bank account in your accounting preferences. 

 

To learn more and get more details on how to do these actions, review this guide: Change your payroll bank account.

 

This should do the trick. Come back and let me know how it goes. Happy Friday! 

C
capacityanna
October 26, 2022

I've been trying to change my bank account via Quickbooks Online for over 2 months now.  I keep getting a message that there are pending tax payments but there aren't any.  I've contacted support numerous times and I've been told it's a known issue.  I attempted to submit the manual change form and received an email back saying it must be done online.  I'm so frustrated.  I'm having to wire funds every other week back to our old payroll account that we are wanting to close.  There has to be a way that Quickbooks can change our payroll bank account.  This NEEDS to be TOP priority for fixing this issue!!!  HELP!!!

    R
    Rasa-LilaM
    October 26, 2022

    Hello there, capacityanna.

     

    I recognize the time and effort you invested in attempting to change your payroll bank account. Let me help and provide some information about the issue.

     

    There's currently an ongoing investigation where customers are unable to change their bank account to the right one (INV-76315). And we have already added your company to the list of affected users.

     

    We don't have a definite timeframe for when this will be fixed. Rest assured, you'll receive email updates on the progress of the investigation.

     

    I want to make sure you have all the resources you need to efficiently handle all of your payroll activities in QuickBooks Online (QBO). Let me share the link to our self-help guide. It covers topics such as managing your employees' information, running payroll, and processing tax forms as well as payments.

     

    If you have any further questions about payroll or other QuickBooks-related tasks, leave a comment below and tag my name. I'll get back and answer them for you. Have a good one. 

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