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mclarkaclark
Level 1

I have closed my bank account and openned a new one. How do I update my bank information so that a credit card payment can be deposited in my new account?

 
5 Comments 5
Catherine_B
QuickBooks Team

I have closed my bank account and openned a new one. How do I update my bank information so that a credit card payment can be deposited in my new account?

I can walk you through in updating our connected banks, mclarkaclark. 

 

We can disconnect the old bank account and connect the new one. Just a heads up that once we disconnect an account, all transactions that are in the For Review that still needs to be reviewed will be deleted. We can manage them first before disconnecting. Rest assured those transactions for previous account are still active in our register. 

 

Here’s how to disconnect:

  1. Go to the Banking menu.
  2. Click the bank that we’ll disconnect.
  3. At the upper-right of bank tile, click the pencil icon.
  4. Check the Disconnect this account on save box.
  5. Click Save and Close.

Then, let’s connect the new account for online banking. If we want to use the same register, let's make sure that we select the correct account in the Which accounts do you want to connect? section during the connection process. 

 

I'm here to help if you need anything else. Thanks!

Nsolis
Level 1

I have closed my bank account and openned a new one. How do I update my bank information so that a credit card payment can be deposited in my new account?

hi, what if i do not want to disconnect the accout my payments go to but just want to switch it to one of my other linked accounts?

Tori B
QuickBooks Team

I have closed my bank account and openned a new one. How do I update my bank information so that a credit card payment can be deposited in my new account?

Hey there, @Nsolis. 

 

Thanks for following the thread. 

 

The account can stay connected in terms of QBO for banking. However, in your merchant account, you can update the direct deposit bank account we deposit your payments to, but we can only keep one bank on file for deposits.

  1. Log in to your QuickBooks Payments account.
  2. From the menu, choose Account, then Account Profile.
  3. Go to the Deposit Account Information section, then hit Edit.
  4. Pick how you want to receive the code (text or voice call).
  5. Enter the code in the pop-up window.
  6. When prompted, enter the Account Type followed by the Routing/ABA Number and Account Number, then click Submit.

You can see additional details in Update business and account information.

 

Please let me know if you have further questions or concerns. I'll be here every step of the way. You can reach out to the Community at any time. Take care and have a great rest of your week!

Ameritrans2300
Level 1

I have closed my bank account and openned a new one. How do I update my bank information so that a credit card payment can be deposited in my new account?

This won't work as my phone number has no live person to answer it only virtual operator so I can not get texts or codes.

MaryLandT
Moderator

I have closed my bank account and openned a new one. How do I update my bank information so that a credit card payment can be deposited in my new account?

I'm here to help ensure you're able to get a text or code, Ameritrans2300.

 

You need to enter a phone number on file that can receive text or call for the code numbers. And, I'm glad to show you how:

 

  1. Log in to your QuickBooks Payments account.
  2. From the menu, select Account, then Account Profile.
  3. Go to the Contact Information section, then select Edit.
  4. Change the phone number, then click Save.

I'm adding this link to learn the type of accounts you can use: Change the account QuickBooks deposits payments into.

 

Stay in touch with me if there's anything else I can help with today. Thank you and stay safe!

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