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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
SHolohan
Level 2

Employee direct deposit info

Hi - is there a report or way to see employee's banking routing and account number for their direct deposit? Employee details report only shows last 4 of their bank account number.

6 Comments 6
MorganB
Content Leader

Employee direct deposit info

Hello, SHolohan.

 

Thanks for bringing your question forward here in the Community. I'd be glad to provide some info regarding employee reports in QuickBooks Online.

 

You're on the right track. At this time, the Employee Details report is the only way to report on direct deposit info. I can see how having the full routing and account numbers shown together would be beneficial. I recommend submitting feedback to the Product Development Team for review. This can be done directly through your QuickBooks Online account by clicking the Gear icon in the top right corner and selecting Feedback. Once you've submitted feedback, be sure to check out the Firm of the Future site for up and coming product improvements and feature releases. 

 

The following articles provide additional info about payroll reports in QBO:

 

 

Please don't hesitate to reach back out in the comments below if you have any other questions. I'll be here to help in any way that I can.

SHolohan
Level 2

Employee direct deposit info

So, this is basically a very convoluted way of saying Intuit does not have this capability.

BarbinNS
Level 1

Employee direct deposit info

It is crazy that you can't view the employee's banking information in QuickBooks online.  What we started doing was adding it to Notes when the employee was hired and added to QB - bit of a PITA but saves digging through the files for this information.

 

Crazy part is that I can run an employee detail report that shows the employee's SIN but it doesn't show the banking info.  It should show all information to QB admins.

MirriamM
Moderator

Employee direct deposit info

Hello there, BarbinNS.

 

We acknowledge the need to access your employee's Direct Deposit information for verification, but it's currently not possible in QuickBooks Online Payroll. In the Pay section of their profile, you can only view the last four digits of their bank account details as a security measure.

 

In the meantime, I suggest providing feedback to our developers to consider making the banking information visible in future updates.

 

To send your feedback, follow these steps:

 

  1. Click the Gear icon at the top right.
  2. Select Feedback under the Profile column.
  3. Enter your product suggestions.
  4. Click Next to submit.

 

If you need assistance with paying your tax liabilities in the future, check out this article: Pay and file payroll taxes and forms electronically in QuickBooks Online Payroll.

 

Feel free to reach out if you have further questions or concerns about managing your employee's information, BarbinNS. We're here to assist you.

LCRM1
Level 1

Employee direct deposit info

Yes, it is crazy.  I have a situation where I need to confirm the information I entered and I can't see it!???

RhoiceW
QuickBooks Team

Employee direct deposit info

You can verify the information of your employee's direct deposit in QuickBooks Online (QBO) by opening their information. Let me walk you through on this process, LCRM1.

 

When you pullup their details, please know that not all details will be shown due to security purposes.

 

Here's how:

 

  1. On the left panel of your account, click Payroll.
  2. Go to Employee. Then, select the employee you want to verify.
  3. Then, go to Payment method. Select Edit.
  4. Verify the information. If you want to change it, click Edit
  5. There will be a code sent to the phone number associated to your account.

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However, if the data is incomplete, you can consider sending a feedback form to our product developers to emphasize the need for verifying employee direct deposit details. By doing so, they can consider including this feature in future updates.

 

Also, you may reach out to your employee and let them confirm if the information is accurate to ensure smooth transaction.

 

Furthermore, you can refer to our article to learn how to set up your direct deposit for employees in QBO.

 

To maximize the efficiency of your financial processes by collaborating with our Explore Payroll team. They're veterans in the field, known for smoothing out financial operations and offering insights tailored to your business. One click connects you to a more prosperous financial path.

 

Additionally, you can run a payroll reports to get a closer look of your business finances in QBO.

 

Thank you for choosing QBO. Should you have any further questions or require additional assistance about managing your employee's information, please feel free to reply to this thread. I'm here 24/7 to assist you. Wishing you a wonderful day.

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