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janelledolphin67
Level 1

Is it possible to change the bank account customer payments are deposited to in the QB app? If so, what are the steps to do so?

 
1 Comment 1
MarkAngeloG
QuickBooks Team

Is it possible to change the bank account customer payments are deposited to in the QB app? If so, what are the steps to do so?

Hi Janelle,

 

QuickBooks Online allows you to create bank deposits and invoice payments through the QB app. However, there's no option to edit bank deposits through the app. Allow me to assist you on how you can handle this through an alternative using your mobile's browser.

 

The best way to handle this is to access your QBO account through your mobile's browser. Here's how:

 

  1. Open your mobile's browser.
  2. Login to QuickBooks Online page.
  3. Find the three-dot menu button or any menu button that leads your to the tab settings of your browser.
  4. Find and select the Request Desktop Site option to reload QBO in desktop mode.

 

By doing these steps, you can edit your bank deposits through your mobile device using a browser.

 

After that, always ensure to categorize your transaction and reconcile your account to match them with your bank statement records and avoid discrepancies.

 

Feel free to leave a reply if you need assistance with categorizing and reconciling in QBO. We're always ready to help.

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