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pgupta1
August 1, 2023
Question

How to change a Vendor's Bank information in Pay bills online.

  • August 1, 2023
  • 1 reply
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1 reply

R
RCV
August 1, 2023

I'll help you change your vendor's bank information, pgupta1.

 

We can edit the vendor's banking information in Bill Pay by following these steps.

 

  1. Go to Expenses.
  2. Choose Vendors at the top.
  3. Find and select a vendor to open it.
  4. Check the banner on top and select accordingly:
  5. For invitations: Select Manage invite.
  • Disconnect from the old vendor contact's account in the vendor record in your account
  • Update the vendor info in your account as needed (email, pay to, etc.)
  • Send a new invitation.

      For manual bank entry: Select Change payment method to check.

 

 

For more details, you can check these articles.

 

 

Feel free to check out these articles for more information about QBO's online bill-paying capability:

 

 

I'm just one reply away if you have other concerns about managing bills and vendor information. I'm here whenever you need help. Have a great day ahead.

S
spcdccpa
September 22, 2023

Greetings!  Thanks for this post.  I understand how to edit a vendor's profile.  With bill.com I was able to invite  the vendor to enter his/her bank info, thus keeping the vendor's information private.  Will I have this option with QuickBooks Bill Pay?

 

Cheryl

    DivinaMercy_N
    DivinaMercy_N
    September 22, 2023

    Hi there, @spcdccpa. I'd like to share the details on how you can edit the vendor's bank information in QuickBooks Bill Pay.

     

    You have to do this manually in QuickBooks Online (QBO), the option to let the vendor add their bank information is unavailable. Please know that any additional or new details you add for them in the Bill Pay service will update existing payment information for such profiles. Here's how:

     

    1. Log in to your QBO account and select the Expenses menu.
    2. Next, click Vendors.
    3. Then, locate the appropriate vendor by searching or looking through the vendor list.
    4. Once opened, you can now view and edit their information.

     

    For reference, go to the View or edit your vendor's payment information in this article: Learn about QuickBooks Bill Pay.

     

    Additionally, you have the option to email expense receipts and bills to your QBO account. For detailed steps, check out this article: Email receipts and bills to QuickBooks Online.

     

    Should you have other concerns about editing or adding your vendor's details, please drop a reply below. I'd be glad to provide answers and steps to help you out.

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