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January 23, 2019
Solved

Changing the default bank account

  • January 23, 2019
  • 22 replies
  • 233 views

I recently changed banks, set that new bank account up in Quickbooks, had to use the old one for a while until I set up everything that is involved when changing banks. I have now closed the old account, but it still comes up as the default bank account for all my transactions: payments, payroll, etc. How do I change the default bank account to my new one?

Best answer by Rochelley

Edit --> Preferences  --> Chequing --> Choose default account to use for Write Cheques, Pay Bills and Make Deposits.

22 replies

RochelleyAnswer
Level 2
January 23, 2019

Edit --> Preferences  --> Chequing --> Choose default account to use for Write Cheques, Pay Bills and Make Deposits.

susan459Author
January 25, 2019

Thank you! This is so simple, I wonder why it wasn't in the Help file...

April 30, 2020

Hey there, @MAPCPA.

 

Now that you're in the Transaction Verification, you'll have to wait a couple of days for the test transactions to process. Once those transactions process in your bank account, then you'll need to enter the amount in QuickBooks Desktop to verify. After this stage, then you can change your Direct Deposit account. Here's a Community Article that explains each step of the process of setting up your Direct Deposit account in QuickBooks.

 

I've provided the steps below on how to change the account:

 

Update in QuickBooks Payroll Account Management Portal:

  1. Go to EmployeesMy Payroll Service, then Accounts/Billing Information.
  2. Sign in using your Intuit Account login.
  3. Navigate to the Payroll Info section. Under Direct Deposit Bank Account, press Edit.
  4. Enter your payroll PIN then hit Continue.
  5. Enter the new bank account details, and then choose Update.
  6. Wait for the confirmation, and then hit Close.

After following these steps, then you can update the account that your Direct Deposit will post to:

  1. Go to Employees, then Send Payroll Data.
  2. On the Send/Receive Data window, select Preferences.
  3. In the Account Preferences, choose the new bank account from the drop-down list.
  4. Press OK to save your changes.
  5. Hit Close on the Send/Receive Data window.

This will put you on track of changing your Direct Deposit account. For more information on this process, click here.

 

If you need further assistance, please leave me a Reply. Have a beautiful day!


I do not know why but I do not have --- Under Direct Deposit Bank Account, press Edit.

I have gone into this item over 6 times today... and just now I have the edit button finally can make the change of bank accounts.