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namtrag
Level 2

Direct deposit activation for payroll

We tried to set up direct deposit for a client with QB Desktop 23 so he could pay his employees and have them get direct deposit.  The 2 small deposits never came to his bank account.  We are unable to figure out how to start over and get new deposits sent, undo the process and start over, verify that we put in the proper routing and account numbers, or otherwise get this to start working.  Is there any solution?

3 Comments 3
Kevin_C
QuickBooks Team

Direct deposit activation for payroll

Glad to see you here, @namtrag. Let me assist you with activating a direct deposit in QuickBooks Desktop (QBDT) so your client can pay their employees flawlessly.

 

Before anything else, please note that the test transaction amount will be posted to your bank statement within 2-3 business days.

 

However, if it exceeds the mentioned days and the test transactions aren't posted in your bank statement, I suggest reviewing if you have entered the correct bank information. Here's how to check if you have a QBDT Payroll Basic, Standard or Enhanced subscription:

 

  1. Go to EmployeesMy Payroll Service, then Accounts/Billing Information.
  2. Sign in using your Intuit Account login.
  3. Go to the Payroll Info section. Click Edit under Direct Deposit Bank Account.
  4. Enter your payroll PIN, then tap Continue.
  5. Review your bank information. You can select Update if it is incorrect.

 

If you have QBDT Payroll Assisted, you can select Employees, then My Payroll Service, then Billing/Bank Information. Then, review the Bank Account Information.

 

Otherwise, you can reach out to your bank account if the entered bank details are accurate and the posting of test transactions exceeds 2-3 business days.

 

Additionally, here are some articles for further guidance in setting up a company and employee direct deposits in QBDT:

 

 

If you have other concerns or inquiries about setting up direct deposits in QBDT Payroll, I'll be more than glad to offer additional assistance. Have a great day ahead!

namtrag
Level 2

Direct deposit activation for payroll

I can't do any of that because the direct deposit is still inactive, so there is no bank information to edit.

 

We have the PAP enterprise software bundle.

 

Is there a way to unwind what we have done and start the whole process over, or to get intuit to send another set of deposits?

ShyMae
QuickBooks Team

Direct deposit activation for payroll

Hello there, @namtrag. Let me direct you to our specialized team to ensure you receive the test transaction and activate your direct deposit. 

 

Since there's no option to update the bank information, I recommend contacting our payroll experts. They can assist you in reinitiating the test debit and ensure the direct deposit will be activated.

 

Here's how you can reach them: 
 

  1. Go to the Help menu and select QuickBooks Desktop Help/Contact Us.
  2. Click Contact Us, then enter a short description of your issue and concern in the box provided.
  3. Press Continue, then sign in to your Intuit account.
  4. Select Continue, and click Continue with my account.
  5. You'll receive a single-use code in your email; enter the code and select Continue.
  6. Hit Have us call you.

 

I'll be adding these informative articles to help you manage your direct deposit and payroll in QuickBooks Desktop:

 

 

If you have any follow-up questions regarding direct deposit, you can return to this thread and leave your response below. I'll still be here to back you up. 

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