How do I change the bank account number to be paid at the bottom of the invoice email sent out by quickbooks? Mine's incorrect at the moment.
Delighted to have you here in the Community, @contact-irwinbla. I’ll help you with changing your bank account number on an invoice in QuickBooks Online (QBO).
When creating an invoice, let’s make sure that we’re using the correct template to be sent out to the customers. To change the bank account number, we can edit the template by following the steps below:
Go to the Gear icon.
Under Your Company, select Custom form styles.
Choose the template you are using in your invoice, and click Edit.
Select the Content tab.
Click the pencil icon on the third layer of the invoice layout.
Enter the corrected account number on the box below the Message to customer on.
Then, select Done.
You can also add the corrected details by going to the Emails tab, and entering the details under Message to customer. Then, click Done.
For further assistance with customizing transactions, you can always hit the Reply button. The Community always has your back. Have a great day!
Thank you so much for the clear and structured reply. Super easy to follow thank you!
This will solve my issue for sure.
However since at the moment the payment details have been generated automatically, i was wondering how to change the source of the incorrect number? (When i follow your steps, both boxes you mention are currently empty, so i believe the payment information is generated automatically).
I'm worried that i have the wrong account information stored somewhere and it'll come up again!