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treasurer166
Level 1

I am a new treasurer and we have changed our bank account information. How do I do this?

I need to change bank account information on my account. Please advise the easiest way to do this.

1 Comment 1
Manilyn DC
QuickBooks Team

I am a new treasurer and we have changed our bank account information. How do I do this?

Congratulations on your new role, @treasurer166. Allow me to lay down the easiest way to change your bank account information.

 

Here's how:

 

  1. In the left navigation bar, click on Banking Transactions.
  2. Find and click an account you want to edit. When an account's selected, it will display with a green lines around it.
  3. Click the Pencil icon.
  4. Select Edit account info.

 

 

 

  5. Make necessary changes and click on Save.

 

Moreover, refer to these articles for reference on accurately recording your accounting transactions and ensuring that your QuickBooks Online (QBO) accounts matches with your bank and credit card statements:

 

Please don't hesitate to send a reply if you still have questions about changing your bank account information. We are available 24/7 to assist you. Have a nice day ahead!

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