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Everything you need to know about banking in QuickBooks Online - Discover more
Level 1

I need help to use quick book

QuickBooks Team

I need help to use quick book

Hello GLPS61,


Welcome to the Community - thank you for your question!


How can we help you?





Janine Xhurchill-Plumb
Level 1

I need help to use quick book

I am trying to change my bank account details but I can’t seem too 


I need help to use quick book

Hello, Janine Xhurchill-Plumb.


If you need to change your account for billing and subscription, you can follow the steps below:


  1. Open QuickBooks Self-Employed in your web browser.Note: These changes can't be made in the app.
  2. Go to Settings ⚙ and select Billing info.z.PNG
  3. Select Edit ✎ in the Payment Information section.
  4. Update the card information.
  5. Select the checkbox off-screen to acknowledge and confirm your subscription. Note: If this is not checked, you will get an error “Invalid data. Please double-check the information below”.
  6. To update your billing address, fill out the current and correct address in the next section.
  7. Select Update and Close (X) when done.

However, if your trying to change the bank account in this section, this option isn't currently offered in QuickBooks Self-Employed.x.PNG



To record and track your business income and expenses, you'll need to enter the transactions manually. You can refer to these resources in entering them:


I'll be around to help if there's anything else I can assist you with. You have a good one.

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