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earldsr3624
Level 1

How do I change bank routing number for transactions because of bank merger for QB online? None of the tutorials work for me. Manually enter transactions for the month?

The merger was effective 07/11/2022
I was able to update routing number for payroll.
1 Comment 1
LeizylM
QuickBooks Team

How do I change bank routing number for transactions because of bank merger for QB online? None of the tutorials work for me. Manually enter transactions for the month?

Glad to have you here on the Community page, earldsr3624.

 

I've got all the steps you'll need in changing your bank routing number. 

 

You can go to the Banking page and update your bank info from there.

 

Here's how:

 

  1. Go to the Banking menu, and then select a bank account you'd like to change.
  2. Click the pencil icon ✎, and then pick Edit sign-in info.
  3. Enter your updated bank info and click Save and connect.

 

Once completed, the system will try to connect with your bank to verify your information. Once you see a confirmation message, select I'm done, Let's go!. You can read through this article for more detailed steps: Update your bank account sign-in information.

 

You can also check the article attached for more details about the account types, as well as how to delete an account in QuickBooks: Learn about the chart of accounts in QuickBooks.

 

Don't hesitate to add a comment below if you have any other concerns about changing the customer's bank account information. I'll be right here to help you!

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