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Intuit

Add a new bank account in Online Bill Pay

Learn how to add a new bank account in Online Bill Pay.

Adding a bank account to pay bills is simple and quick. We show you how to do it by signing in to your bank (verified instantly), and also by entering your bank account info (manual entry). We also show you how to add more bank accounts if you have already added your first bank account.

Set up a new bank account

Follow these steps to set up a new bank account.

  1. Sign in to your QuickBooks Online account.

  2. Select the Gear icon on the Toolbar, then Account and Settings (or Company Settings).

  3. Select Bill Pay.

  4. Select Bank Accounts.

  5. Select Set up new bank.

Add a new bank account

Add a new bank account.

  1. Select Sign in to your bank. Then select Next.
  2. Select the correct bank.
  3. Enter your bank login information. Choose the account you want to use.
  4. Fill in the appropriate information:
    • Account type
    • Legal name
    • Link to QuickBooks account. Make sure to select the matching Chart of Accounts account. If there isn't one, please create one.
    • Let admins pay bills with this account (new). (3 options)
      1- Check this option if you don't want other admins to input bank information as a part of their security check. (They'll only go through an identity check.)
      2-Leave option unchecked if you would like to require other admins to go through the full security check. This includes identity check and bank account info confirmation.
      3-If you don't select this option, you may select it later by going to the Bank Account details.
  5. Select Next to confirm the bank account.

Now you're ready to pay bills.

Manually add bank account

Here's how to enter your bank account manually.

  1. Select Enter routing number. Then select Next.
  2. Enter the following fields.
    • Link to field: Make sure to select the matching General Ledger account. If there isn't one, please create it. Then select Next.
  3. Let other admin users pay bills with this account. (new) Fill in option:
    • Check option if you don't want other admins to input bank information as a part of their security check. (They'll only go through an identity check.)
    • Leave option unchecked if you would like to require other admins to go through the full security check (identity check and bank account info confirmation).
    • If you don't select this option, you may select it later by going to the Bank Account details.
      • Select the Gear icon on the Toolbar, then Account and Settings (or Company Settings).

      • Select Bill Pay.

      • Select Bank Accounts.

      • Select the Bank Account number you wish to change.
      • Select Edit and place a check on Automatically Authorize Admins.
      • Select Save.

  4. Select Next.

  5. After you add your bank account, Online Bill Pay will send a micro-deposit for an amount less than $1.00. (Note: The test transactions will post the following business day if you complete the verification process before 6 pm PST.)
  6. The next day review your bank account for the transaction amount. The description line in your statement will have the company name, followed by Bill.com
  7. When you get the micro-deposit:
    • Select the Plus icon (+) on the Toolbar. Then select Pay bills online.
    • Select Verify.
    • Enter the amount found on your bank statement. This ability to verify the account will expire two weeks from the time the account is entered into QuickBooks Online. Be sure to complete the verification process before it expires.

You are now ready to start paying bills with Bill Pay and this bank account.