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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
clarkemitchell111
Level 1

How do I access the bank details for this bank so I can share with the customer?

Are there any bank details for this account

1 REPLY 1
JeraldR
QuickBooks Team

How do I access the bank details for this bank so I can share with the customer?

Hello, clarke.

 

For security reasons, your complete bank details are not visible or sharable directly within QuickBooks (unless you've manually uploaded a document with that information).

 

If you need to share your bank details with a customer, you will need to retrieve that information from your bank's website/mobile app, or by checking your physical bank statement.

 

Let us know if you need anything else.

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