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deborah33
Level 1

How do I change the bank account linked to payroll direct deposit? I have followed all of the instructions, but the payroll remains linked to our old account.

 
6 Comments 6
DebSheenD
QuickBooks Team

How do I change the bank account linked to payroll direct deposit? I have followed all of the instructions, but the payroll remains linked to our old account.

Hi there, @deborah33. We understand how frustrating it can be when things don't go as planned. Please know that we're here to help and will do everything we can to make things right for you.

 

Just to make sure, did you receive any error message when changing your bank account? When changing the payroll bank account ensure that the old account has no pending tax payments or payroll transactions.

 

Once you're ready, follow the steps.

 

  1. Click Settings ⚙, and then choose Payroll Settings.
  2. From Bank Accounts, tap Edit ✎.
  3. Hit Update.
  4. Select Add new bank account.
  5. Search your bank name. You may be asked to enter your online banking user ID and password. Otherwise, select Enter bank info manually. Enter your routing and account number, then select Save.
  6. Hit Accept and Submit.

 

Please check this article for more details on changing your bank account for payroll: Change your payroll bank account.


I'm also adding this reference to learn how to update your employee's bank account for direct deposit: Change your employee's direct deposit info.

 

You can count on me if you have any other payroll concerns. Just let me know by adding a comment on this thread. I’ll do my best to get back with a resolution, @deborah33. Keep safe always!

deborah33
Level 1

How do I change the bank account linked to payroll direct deposit? I have followed all of the instructions, but the payroll remains linked to our old account.

Yes, as I said, I have followed all of the steps. I do not have pending payroll or tax payments. When I click on settings, the new bank account displays that it is connected to payroll. Yet when I try to create a payroll check, it still displays the previous bank account (which, by the way, is incorrect. Somehow, as of 11/1/2023 our bank connection changed the name of the account, so all of the payroll items including tax payments are now posting to an unlinked account without giving me the ability to change them.) 

AlcaeusF
Moderator

How do I change the bank account linked to payroll direct deposit? I have followed all of the instructions, but the payroll remains linked to our old account.

Hello Deborah33,

 

I appreciate you getting back to us here regarding the bank account issue. I can help you get back on track with running payroll using the correct payroll information in QuickBooks.

 

Now that your bank account is up to date and connected to your payroll service, the last step is to change your bank account in your accounting preferences. This way, your payroll transactions and tax payments are posted to the correct account in your books.

 

Go to the Accounting section and update the bank account under Paycheck and payroll tax payments. Here are some screenshots for your visual reference:

 

 

 

If the problem persists, please proceed with contacting our Payroll Support Team. They can check your account and further assist you with updating the necessary information on your account.

 

Our Customer Support Team for QuickBooks Online Payroll - Core, Premium is available from 6 AM - 6 PM PT (Monday - Friday). For QuickBooks Full Service Payroll, QuickBooks Online Payroll Elite/Premium, any time, any day.

 

Here's how:

 

  1. Click the Help tab in the upper-right corner.
  2. Go to the Assistant tab.
  3. Click Get help from a human.
  4. Choose Chat with us or Have us call you.

 

Once you've processed payroll using the updated bank account, you can run, print, and customize payroll reports in QuickBooks Online Payroll. Here's a link you can visit to learn more about personalizing payroll data: Run payroll reports.

 

Please don't hesitate to let us know if you need more assistance updating your payroll bank account. We'll be around to lend a hand. Take care.

Nasim khan
Level 1

How do I change the bank account linked to payroll direct deposit? I have followed all of the instructions, but the payroll remains linked to our old account.

It does not work.

ShaniamarieC
QuickBooks Team

How do I change the bank account linked to payroll direct deposit? I have followed all of the instructions, but the payroll remains linked to our old account.

We'd love to help you achieve your goal, @Nasim khan.

 

I know how important for you to be able to work on your business smoothly with QuickBooks Online Payroll (QBOP). I'll assist you with your questions and provide some clarification.

 

To assist you effectively, could you please provide precise details about your concern? If you've experienced any errors while changing the bank account for Direct Deposit, sharing those details would be very helpful. Your cooperation is appreciated as it will help us in finding a solution.

 

If you provide a screenshot, please be mindful not to include sensitive information. This precaution is taken to prevent any potentially scheming activities. I'll be waiting for your response. Please do keep in touch. Take care.

 

Additionally, here are some articles you can review to assist with changing your payroll bank account: Change your payroll bank account.

 

I've also included a reference for updating your employee's bank account for direct deposit: How to change your employee's direct deposit info.

 

Please let me know if you encounter any other issues when managing your direct deposit in QBOP. I want to make sure everything is taken care of for you. Have a great day!

Nasim khan
Level 1

How do I change the bank account linked to payroll direct deposit? I have followed all of the instructions, but the payroll remains linked to our old account.

I have followed all the instruction and called so called expert agent several time. No one in intuit can resolve the issue. I have provided everything they asked such as void check, bank statement, direct deposit form etc.

I spent hours with intuit agent, I allowed them to share screen. We check, double check, triple check every thing. The problem: I just need to change bank account for my client in QB desktop. I followed the instruction as you mention, and Intuit agent walked me thru, The problem we get stuck at "UPDATE":

Under bank account information, select EDIT to bank account, enter pin, continue, enter bank info, then select UPDATE. That's where we get stuck. It will not update. See attached file.

 

Then they will put me on hold so they can talk to back office, they asked us to down load more info and say will be ok within 24 to 48 hours. 

 

ABSULUTLY NO.

Next day we get email, need more info, call expert, same routine, more files upload, next day get email, call intuit, same routine, back office, 24 hours, next day email again, problem still exist, call intuit........................

 
 
 

I am the accountant and this kind of issue cause me to lose my client. It is beyond my imagination that Intuit unable to solve a simple changing bank issue.

 

 

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