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Join nowOur company has more than one bank account. One of our customer paid by echeck thru Quickbook which QB is pending the payment for 3 -5 day. But finally when the check is deposited & post into our bank, it went to our old bank account (Wells Fargo Bank). How can I change it & make sure in the future that all the echeck will deposit to our new bank account (Chase Bank)? Thank you!
Amy
Solved! Go to Solution.
Hi amy.wong,
That would be problematic when trying to get your books together. Let me help you figure this one out.
To change the QuickBooks Payments bank account designation in your QuickBooks Online, you can follow these steps:
For more information on how to change the QuickBooks Payments bank account in QuickBooks Online, please see this article: https://community.intuit.com/articles/1145395.
You can also contact one of our Merchant Services specialists to get further assistance about changing the deposit account. Just click on this link to get our contact information: https://community.intuit.com/articles/1164874.
Feel free to come back to the Community if you have other questions. Thank you.
Hi amy.wong,
That would be problematic when trying to get your books together. Let me help you figure this one out.
To change the QuickBooks Payments bank account designation in your QuickBooks Online, you can follow these steps:
For more information on how to change the QuickBooks Payments bank account in QuickBooks Online, please see this article: https://community.intuit.com/articles/1145395.
You can also contact one of our Merchant Services specialists to get further assistance about changing the deposit account. Just click on this link to get our contact information: https://community.intuit.com/articles/1164874.
Feel free to come back to the Community if you have other questions. Thank you.
I use QB Desktop Pro Plus 2019 and my payments are actually deposited into the correct account, but when I download the transaction, it goes into my old checking account. I can edit it, but it would be nice and a timesaver if I could figure out how to make QB download it into the correct bank account. Thanks!
Hi ea_logos,
Have you not tried connecting the bank to your new account in QuickBooks? If so, let's connect the bank feeds to your new bank account in QuickBooks. Before doing so, you'll have to deactivate the online service of your old checking account.
This way, the transaction will be downloaded into the right account.
Here's how to deactivate:
Once successfully deactivated, you can connect your new bank account in QuickBooks to bank feeds. Check out for the detailed info here.
Send me a reply if you need more help with QuickBooks account. Thanks for dropping by.
Thank you. I guess that's where the problem lies. Our new bank can't be set up to directly download. It says to go to their website, download from there and import to QB. Way too difficult.
Since I can't activate our new account, if I deactivate the old one would the funds received go into 'undeposited funds'? And then I could deposit them into the correct account manually?
Hi ea_logos,
Yes, funds will still go to the undeposited funds account once deactivated. But make sure to change undeposited funds to your merchant account so that it will be assigned to the correct account once imported into QuickBooks. Let me guide you on how to change a bank account.
Also, the funds that you'll receive will depend on what merchant bank you have for echecks.
I have this Help Articles in case you have other questions about QuickBooks.
Post a comment if you need anything else. I'm always here to help.
Yes, that is already set up. I’m receiving funds into the new account but I can’t set it up to automatically import in the ‘Bank Feed’ section of QB. See the attached pic as to the message I get. To manually import transactions, I have to go to the bank website, download them somehow and then try and import them into QB. Way too much work.
I understand how precious your time is, @ea_logos.
As mentioned by my colleague SarahannC, you'll need to deactivate your old bank account then connect the new one. This way, QuickBooks will automatically download your bank transactions.
You can follow the steps provided by my colleague above on how to deactivate the bank account. Then, connect your new bank account to QuickBooks. Here's how:
I've got you an article for more details: Set up Account for Bank Feeds.
But if your new bank account isn't supported in QuickBooks, I suggest to manually import your bank transactions. For your reference, you can check out this article for detailed information: Download Bank Feed Transactions.
You might also want to read this article to learn how to add and match bank transactions.
Just hit the Reply button if you have additional questions. I'll be right here to help.
Good afternoon,
I am trying to figure out how to fix this problem. I have an deposit going into the wrong bank account so I caught it the following month, so we transferred it out of the bank account. So now I left in the bank tab that is link to bank account because of quickbook online so how do I get rid of the deposit and eft ach internet transfer that are showing up on my banking tab?
Thank you
CE
I’d like to share my thoughts about this concern, CE79.
If these transactions should not be recorded in QuickBooks, you can exclude them on the banking page. Here’s how:
Though, if they’re already showing under the Reviewed tab, you’ll need to undo it first. Here’s how:
You can check this article for more thing you can do on the banking page: Assign, categorize, edit, and add your downloaded banking transactions.
Please don't hesitate to visit us again if you need anything else.
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