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msaddyrd-gmail-c
Level 1

I'm using the self employed version of Quickbooks and am having a hard time finding where to add my bank information for a client to direct deposit. thx

 
1 Comment 1
Archie_B
QuickBooks Team

I'm using the self employed version of Quickbooks and am having a hard time finding where to add my bank information for a client to direct deposit. thx

Hi there,

 

Allow me to share some insights about how direct deposit setup is done in QuickBooks Self-Employed.

 

If your client uses QuickBooks Online and QuickBooks Online Payroll, they'll be the ones to set up the direct deposit. That means after your employer or client sends you an invite to fill out your W-9 info, you'll get another email invitation to add your direct deposit details. 

 

Once you receive the email invitation, follow these steps:

 

  1. Open the invite email and select the link.
  2. Select Sign in if you already have a QuickBooks Self-Employed account.
  3. Complete the steps in the email to add your direct deposit or ACH info.

 

I've added this article for more information about the setup: Get direct deposits from your clients in QuickBooks Self-Employed. This includes steps for reviewing your direct deposit check and updating the direct deposit information.

 

Let me know if you still have other concerns or any follow-up questions about direct deposit. I'll be here to assist.

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