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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
sbarnett97
Level 1

Update bank account change

Change bank account

5 REPLIES 5
KayePe
QuickBooks Team

Update bank account change

Let me explore various scenarios to better assist you on where you would like to change your bank account, @sbarnett97.

 

If you wish to update your bank account information at the bank center, you can easily link a new bank account and disconnect the old one. Here's how to connect a new account:

 

  1. Go to Transactions and select Bank transactions, then Link Account.
  2. Choose your bank and click Let’s Go.
  3. Review the terms and conditions and click Agree.
  4. Click Sign in and have your online banking credentials, then enter the details.
  5. After that, choose the account you wish to link with QuickBooks.

 

connect bank.png

For an additional guide about the process, check out this reference: Connect bank and credit card accounts to QuickBooks.

 

If you need to change the bank account used for employee payroll payments, you can easily update it within the Payroll Settings in QuickBooks Online Advanced Payroll. And if you want to modify your employee's bank account, here's how:

 

  1. From Payroll, go to Employees and select the employee you need to modify.
  2. In the Bank Account, choose the Account type and enter the following details.
  3. If done, hit Save.

 

payroll acc.png

 

And if you're using QuickBooks Online Core Payroll, note that it is only used for recording purposes. Therefore, you can process payments to your employees outside of QBO, eliminating the need to change the bank account within the platform.

 

Additionally, for more support in managing your bank transactions or handling payroll payments to your employees, feel free to review the following resources:

 

 

Please remember that we're always here to help you with any concerns you have, @sbarnett97. If you still have questions, feel free to let us know. I'll be here to assist.

Mona McDougal
Level 1

Update bank account change

I need to change my bank account information 

Jovychris_A
Moderator

Update bank account change

I just wanted to let you know that QuickBooks Online gives you two ways to manage your bank account information, Mona. You can update details for your connected online banking account or adjust the payment information linked to your subscription.

 

If you need to update the details for your connected bank account, here’s how you can do that:

 

  1. Go to the Transactions menu and select Bank transactions.
  2. Find the tile for the bank account you want to make changes to and click on it.
  3. Select the Pencil icon to open the editing options.
  4. Choose Edit sign in info.
  5. Enter your updated online banking credentials.
  6. Click Save and connect.

 

For changes related to your subscription’s payment method, I recommend checking out the article: Manage your QuickBooks Online subscription and payment.

 

Let me know if you need anything else.

petermaxton
Level 1

Update bank account change

please update bank account to:-

sort code [removed]    A/C [removed]

Heide DC
QuickBooks Team

Update bank account change

QuickBooks Community is a public forum, Peter. Thus, we're unable to modify any information associated with your bank or the QuickBooks company file.

 

Since you're trying to update your bank account, are you referring to updating your bank account connected to your bank feeds, the bank that has been linked to your payroll account, or the bank account connected to your QuickBooks Subscription?

 

If you intend to update your bank account in the bank feeds or in the Payroll account, please know that my colleague has already provided instructions on how to do so.

 

If you mean to update your bank account connected to your QuickBooks subscription, here's how:

 

  1. Go to the Gear icon and select Subscriptions and billing.
  2. Click on Payment method and select Edit .
  3. After you save your changes, you’ll see them on the Subscriptions and billing page.

 

For more guidance on updating your bank account, check this article: Update your payment method or view billing history.

 

If you need further assistance, please comment below. We’re here to help.

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