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Level 1

I need assitance changing my bank account info. for payroll and taxes.

1 Comment 1
Kendra H
QuickBooks Team

I need assitance changing my bank account info. for payroll and taxes.

Good evening, @tracie-johnson.


Thanks for posting here in the Community. Allow me to share some information about changing your payroll bank account. 


You'll first need to gather your bank account information and principal office address. Then, set the bank account up in your chart of accounts, and here's how: 

  1. Select the Gear icon, then Chart of Accounts
  2. Choose New to create a new account. 
  3. In the Account Type drop-down menu click Bank
  4. In the Detail Type drop-down, pick the type of bank account. 
  5. Give your new account a name. 
  6. In the When you want to start tracking your finances from this account in QuickBooks drop-down, choose a time period. 
  7. When you're finished, pick Save & Close


Once you've completed the steps above, next, you'll check for pending tax payments and transactions to ensure your bank account change is successful. You can refer to this article for more detailed instructions: Change your payroll bank account


If you have any more questions, I'm always here to help. Have a good weekend!


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