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QuickBooksHelp
Intuit

Connect your bank to Online Payroll

Connect your company bank account to pay employees or contractors and pay taxes electronically using your Online Payroll service.

Information needed:

  • Bank account information:
    • Account number
    • Routing number
    • Online banking credentials (QuickBooks Online Payroll only)
  • Principal Officer information:
    • Legal name
    • Social Insurance number
    • Birth date
    • Home address

QuickBooks Online Payroll Products

Banks can be connected through our bank verification process. This can take up to 3 business days.

Instant bank verification

If you bank with one of our eight partner banks, this feature allows you to instantly connect your bank account using your bank login credentials.

To connect:

  1. Select Employees or Payroll menu, then select Employees.
  2. Select Add an employee.
  3. Enter the employee's information.
  4. For the question How do you want to pay (employee name), select Direct deposit.
  5. Enter the account type, routing number, account number, and then confirm the account number.
  6. Select Done.
  7. In the window that opens, select Next to finish direct deposit setup.
  8. Select Get started.
  9. Choose your bank.
  10. Enter your Banking User ID and Banking Password, then select Connect securely.
    • The system will try to connect to your bank.
  11. Select the account you want to use, then select Use this account.
  12. Select Next.
  13. Confirm your business information and select Next.
  14. Confirm principal officer details and select Submit.
  15. A message You've successfully connected your bank account! appears. Select Done.

Bank verification

To connect:

  1. From the Connecting your bank page, search and select your bank.
  2. Select Connect using your routing and account numbers.
  3. Enter your Bank account number and Bank routing number, then select Next.
  4. Verify your business information and select Next.
  5. Verify principal officer details and select Submit.
  6. To fully verify your bank account information, a test transaction will appear in your bank account within 2 business days. An email will be sent for further instruction.

Intuit Online Payroll Products

Connect your bank account to your payroll service so you can pay your employees or contractors direct deposit.

To add bank account information:

  1. Select Setup.
  2. Select Direct Deposit.
  3. Select Let's Get Started.
  4. Enter your banking information.
      • If you have already entered your bank information in the electronic services setup, you will see it in the Direct Deposit setup, and vice versa.
      • You can only enter one payroll bank account.

  5. Select Confirm.
    • Once Step 5 has been completed, you are brought to the overview window. You can return to this window any time to:
      • Check your enrollment status
      • Make changes to the funding account

  6. A test transaction should appear in your bank account in 2 business days. This amount should be a credit and debit for an amount less than $1.00. You can verify the amount either by checking your bank statement online or by calling your bank.
  7. From the To do tab, select Confirm the amount of your test transaction to confirm the test transaction amount. Check out this article for more information: Verify test transaction.
  8. Your account is now activated for direct deposit.

FAQs

What if my account still isn't active for direct deposit?

This may be caused by one of the following situations:

  • You entered an invalid bank account.
  • We weren't able to initiate the test transaction because your bank account had a zero balance.
  • You entered an incorrect test transaction amount.

Should one of these situations arise, we'll send you an email with instructions for resolving it or contact Payroll Support for assistance.

How do I update my company bank information?

See Change company bank account information for assistance.

How do I set up my employee or contractors for direct deposit?

See Set up an employee for direct deposit.

Still have questions?

See Online Payroll – Direct Deposit FAQ for more details.

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