How to change a bank account

Hi there, @dong-annie33. I've got all the steps you'll need in changing your bank account.

To clarify, are you trying to change your bank account information connected to QuickBooks? You can update it on the Banking page.

Here's how:

1. Click Banking from the left menu.
2. Select the Edit ✎ icon for the bank account you want to update.
3. Choose Edit account info.
4. 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.

If you're trying to change your bank information on your payroll account, you can go to the Payroll Settings. Here's our guide for the detailed steps: Change payroll bank account.

Lastly, if you want to switch the bank account that QuickBooks Payments puts customer payments into, this option available on your company settings. Refer to this article for more info: QuickBooks deposits payments info.

Swing by here if you have other questions about this or if you're referring to something else. I'll be more than willing to help. Have a nice day.

Hi @dong-annie33,

Hope you’re doing great. I wanted to see how everything is going about updating your bank account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

No. I can find 'Banking' on the left

Hello, 8754. 

It's possible this might be caused by a corrupted file cache stored in your browser, that's why you're unable to view the Banking menu on the left panel. 

We can do some troubleshooting steps to rule this out. Let's open your QuickBooks Online account in an incognito or private browser. This mode will not save your browsing history and will also help isolate any web issues. 

Here are the keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N 

If it works fine, you can go back to your regular browser and clear its cache. Clearing cache fixes certain problems, like loading or formatting issues on sites. It also helps pages to load faster. Please make sure to restart your browser afterwards.

You can also use a different supported browser as an alternate solution.   

I want to ensure you're able to get back to business, so please feel free to let me know how it goes. Cheering you and your business to continued prosperity.

I'm having the same issue, a "banking" tab does not exist

Thanks for joining the thread and let me share some information about Banking tab in QuickBooks Online (QBO), Knackersjewels.

It looks like you have the new Banking interface in QuickBooks. This is why you don't see the In Banking tab anymore. In the new interface, you'll see the Transactions tab instead of Banking. See the screenshot for your reference:

If you can't access the Transactions tab as well, we can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:

• Ctrl+ Shift + N for Google Chrome 

   

• Ctrl + Shift + P for Mozilla Firefox 

   

   and Microsoft Edge 

   

• Command + Shift + N for Safari 

   

If it works, return to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.

I'm also adding this link for more tips about reconciliation to keep your books and accounts intact: Reconcile an account in QuickBooks Online.

If you have any other questions about your banking transactions, let me know by adding a comment below. I'm more than happy to help. Keep safe!

I do not have a 'Banking' file shown on my left side menue.

I have desktop Quickbooks.

Problem!  I do not have a  Banking on my left side menue.

I am on desk top Quickbooks

I do not have a Banking   option on my left menue.

I have desktop Quickbooks.

Can you help me?

JS

Hello there, Svoboda.

I have the steps to change your bank account in QuickBooks Desktop.

Disconnecting bank feeds for an account is essential before linking your new account to the program. Please note that QuickBooks won't allow changes if there are pending transactions. Hence, ensure to match or delete them.

After that, you can now link your bank to the program. The method depends on what's available at your bank. It can be through Direct Connect or Web Connect.

Here's how to connect with Direct Connect:

1. Head to the Banking menu at the top part of your screen.
2. Select Bank Feeds, then Set up Bank Feeds for an account.
3. Enter and select your bank in the Enter your Bank's name field.

Otherwise, refer to this article for guidance: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

Moreover, you might want to scan these resources to help you review your transactions to ensure your record is accurate:

• Create rules to categorize transactions in QuickBooks Desktop
• Reconcile an account in QuickBooks Desktop

Keep us updated on this thread if you have additional questions connecting your bank or other related concerns in QuickBooks Desktop. We can always lend a hand.

I need to change my bank account.

I want to change my bank account.

Warm greetings, Leonard. Since this thread mentioned both QuickBooks Online and QuickBooks Desktop, I'll provide multiple scenarios on how to change your bank account. I want to ensure we're aligned and this process is successful.  

Are you trying to change your bank account information connected to QuickBooks Online? If so, we can update it on the Banking page.

Here's how:

1. Go to the Transactions menu, then Bank Transactions.
2. Click the Edit ✎ icon for the bank account you want to update.
3. Select Edit account info.
4. Complete your updated bank information, then click Save.
    

If you are using QuickBooks Desktop, I recommend checking out my colleague Kimberly's guide on updating your bank account within the product.

If you want to change your bank account where QuickBooks Payments deposits customer payments, here's how you can do it:

1. Head to the Gear icon and select Account and Settings.
2. Navigate to the Payments tab. Select the Change Bank option in the Deposits section next to Standard Deposits.
3. Click Add new bank account.
4. Enter the account and routing number for the new bank account you wish to add. Then, select Save.
5. Find the new bank account from the list and hit Verify.
6. Input the two small amounts we have deposited to the new bank account.
7. Review the bank account information and complete your request.

For more information, refer to this article: Change the deposit bank account for QuickBooks Payments.

If you're trying to change the bank information on your payroll account, here's an article for detailed guidance: Change payroll bank account.

Moreover, here are some articles you can visit as a guide to managing your bank transactions in the future:

• Categorize online bank transactions
• Learn the reconciliation workflow

The steps above provide various ways to update your bank account, depending on your needs. If you encounter any difficulties or need further assistance, I'm still around to help.