cancel
Showing results for 
Search instead for 
Did you mean: 
karen69
Level 1

I need to change our bank account (employer) for the direct deposit withdrawal, I haven't been able to figure out how to change it.

 
1 Comment 1
Joshua R
QuickBooks Team

I need to change our bank account (employer) for the direct deposit withdrawal, I haven't been able to figure out how to change it.

Hey there, @karen69.

 

I'm happy to help you update the bank account for direct deposit.

 

First, if you haven't set up the new bank account, do so in the QuickBooks Desktop Chart of Accounts.

  1. Choose Lists, then Chart of Accounts.
  2. Select the Accounts button. Then select New.
  3. Click Bank. Then select Continue.
  4. Enter your bank account information
  5. Select Save & Close to save your changes.

Now, update the bank account information in the QuickBooks Payroll Account Management Portal.

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

Now, update the account that direct deposit paychecks and fees will post to if necessary.

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

Activate your new direct deposit bank account

 

After one to two banking days, check your bank statement. You'll see two small one-time withdrawals made by QuickBooks Payroll Service. Enter these two test debits in the Payroll Account Management Portal:

  1.  Select Employees, then My Payroll Service, then Account/Billing Information.
  2. Sign in using your Intuit Account login.
  3. Go to Payroll Info section, under Direct Deposit Bank Account select Verify.
  4. Enter and confirm your payroll PIN.
  5. Select Submit.
  6. Change the default bank account to use when creating paychecks in QuickBooks Desktop.
  7. Change the bank account where payroll fees will post in QuickBooks Desktop.
  8. Update bank account information via form

    You have the option to download the form and submit it to Intuit using one of the following methods:

  9. Method 1 (recommended) Email the form to sbpfcsoperations@intuit.com
  10. Method 2 Fax it to (877.699.8996). (Note: Faxed documents take longer to process.)
  11. You'll need to activate the new bank account if you want your next Direct Deposit payroll to debit from it. If you need to pay your employees but have not completed the bank account verification and activation steps, you will need to issue paper checks.

If you have any other questions about updating the direct deposit in QuickBooks Desktop, or any other QuickBooks questions, please feel free to reach out.

 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up