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K
kgraves-p4k-org
October 1, 2024
Question

How do I remove the ACH payment information from a Vendor?

  • October 1, 2024
  • 1 reply
  • 0 views
Using QBO.  Entered the bank information for a client under the wrong client.  Need to know how to get rid of the information so the field is blank.

    1 reply

    S
    Sherrie_F
    October 1, 2024

    Thanks for reaching out to us for assistance, kgraves. You can remove the ACH payment information by going to the Expenses tab.

     

    I'd be happy to guide you through the process:

     

    1. On the left navigational panel, look for the Expenses tab.
    2. Select Vendors.
    3. Choose the vendor that you'd like to remove.
    4. From there, click Edit.
    5. Once done, click Save to update the Vendor's payment details.

     

    Moreover, please know that you can only change the ACH info but deleting this is unavailable. Kindly note that you can change the bank information to that specific vendor so the details can be updated and corrected.

     

    However, if you don't want to update or change, you have to remove it. With this, I'd also recommend reaching our QuickBooks support team for further assistance.

     

    Additionally, here's an article you can browse just in case you need assistance viewing and editing transactions with your vendors: How to view and edit vendor transactions in QuickBooks Online.

     

    You're always welcome here if you have other queries about payment information. Let me know if you have tasks that you'd like me to help you with. It would be my pleasure to assist you further.

    K
    kgraves-p4k-orgAuthor
    October 3, 2024

    Thank you but I'm trying to get rid of the account and routing numbers.  It won't let me delete them.  

      S
      Shania_C
      October 3, 2024

      Hi there, @kgraves.

       

      I'd gladly share some insights regarding removing vendors' ACH payment information in QuickBooks Online (QBO).

       

      The ability to delete the account and vendor routing numbers is unavailable in QBO. While I'm unable to gather sensitive information on a public platform like the Community because of security concerns, I suggest contacting our support team to obtain further assistance.

       

      They have the expertise and tools to help you troubleshoot the problem and provide the most accurate guidance. Let me guide you on how:

       

      1. In your QBO account, click the (?) Help and select Contact Us.
      2. Enter your concern to connect.
      3. Select the preferred method of contact (phone or chat).


      Please click on the following link to view our support hours and get in touch.

       

      Additionally, QuickBooks enables you to monitor and update each vendor's records and transaction status. To learn how to track your vendors' transactions, you might want to read this article: View vendor's transactions.

       

      I’ll be around the corner if you need an extra pair of hands to manage your vendors or any QuickBooks-related matters, @kgraves. Stay safe!

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