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jkothari
Level 1

Update bank for Direct deposit

Case # [removed]

When tried to update Bank for direct deposit from Employees- My Payroll Services - Account and Billing information, QB gives error message of updating QB Desktop even though it has been updated 20 times.

Also faxes/ emailed Bank change form to intuit for processing but received reply that they can not do it and I have to do it from inside QuickBooks desktop with the same steps which I had been following.

Today is my fourth day working with QB representative and very disappointed.as since last two days I had been promised to receive a call back once they talk to their super visor and no one has called me back with any kind of updates. Very poor customer service. 

Looking forward to get a specific reply here in community related to my issue rather than receiving general instructions on how can I change my bank  through QB

1 Comment 1
MirriamM
Moderator

Update bank for Direct deposit

Hi there, @jkothari.

 

I'm taking note of the feedback regarding your experience with our QuickBooks Representative. We’re receiving high callback volume, so hold times may be increased. Now that you’re in the Community, I’ll do everything in my power to help fix or resolve the issue you have.

 

To change your payroll bank account, here's what you'll need to do:

  1. Gather your bank account info, principal officer address, and payroll PIN.
  2. Set up your bank account in your chart of accounts.
  3. Check for pending tax payments and payroll transactions (direct deposits or paychecks).
  4. Change your bank account with QuickBooks Desktop Payroll service.
  5. Verify your bank account. 
  6. Change your default bank account in your preference. 

If you need to change your bank account immediately, you can submit a Deposit Bank Account Change form. For more details, see this article: Change your payroll bank account.

 

However, since you've already submitted this request, as much as I would love to take care of this, we're unable to pull up your account here in the Community space for the security of your account. That said, I highly recommend contacting our QuickBooks Support team again. 

 

I know you already contacted them but since this is a public forum, they can pull up and check your account in a secure environment. One of our support agents can take a look at the case number and review the notes you have from your previous contact to continue where the last agent left off. This way, you won't be repeating yourself.

 

For future help, here's some resource to help you get ready during tax season: 

If you have other concerns in managing your QuickBooks account. Feel free leave a comment below. I'll be more than happy to answer it for you. Take care.

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