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jadeen36-yahoo-c
Level 1

How do I replace my banking information

 
1 Comment 1
AnneMariee
QuickBooks Team

How do I replace my banking information

Welcome to the Community!

 

Let me provide you with the steps to replace your banking information in QuickBooks Online (QBO).

 

Here's a step-by-step guide on how:

 

  1. On the left navigation panel, click Transactions.
  2. Select the account on the Bank transactions tab for which you want to change the information.
  3. Choose between Edit sign in info or Edit account info.

 

 

You'll be redirected to the login page when you click the Edit sign in info. However, the option to Edit account info will allow you to change its name, account type, and detail type. 

 

If you want to connect a new bank account to QBO, check this article out: Connect bank and credit card accounts to QuickBooks Online.

 

For future reference, here's an article about disconnecting accounts in case you don't need to use that account anymore: Disconnect accounts connected to online banking in QuickBooks Online.

 

Leave a reply below if you have any other questions relating to QuickBooks Banking. I'm just one post away.

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