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skylilah
Level 1

Can't update bank account - two-step verification is the wrong phone number

Hi,

 

I have updated the phone number, when I go to add a new bank account the verification goes to the old phone number. How can I add a bank account for deposits? 

 

Thank you

Sky

7 Comments 7
Kevin_C
QuickBooks Team

Can't update bank account - two-step verification is the wrong phone number

Good day to you, Sky. Thanks for pointing out your concern about updating your bank account in QuickBooks Online (QBO). I'm here to provide some details to help you complete the process flawlessly and quickly.

 

The two-step verification process enhances security by demanding that users provide multiple forms of authentication, thus ensuring that only authorized individuals can access a bank or financial institution's valuable assets and information. Therefore, I suggest contacting your bank's support first to confirm whether your mobile number is now updated in their system.

 

Once verified, please follow these steps if you're referring to updating your bank account info in QBO:

 

  1. Go to Transactions, then Bank transactions.
  2. Select the tile for the bank account. Then tap the Edit ✎ icon.
  3. Pick Edit sign-in info.
  4. Update your info as needed.
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Otherwise, you can proceed to follow these steps to update a standard deposit account if it is for QuickBooks Payments:

 

  1. Sign in to QBO, QuickBooks mobile app, QuickBooks Money, or GoPayment in a web browser.
  2. Go to Settings and then pick Account and settings.
  3. Choose the Payments tab. In the Deposits section next to Standard Deposits, pick Change bank.
  4. Hit Add new bank account.
  5. Enter the account and routing number of the bank account you want to change to and then tap Save.
  6. Find the new bank account from the list and press Verify.
  7. Enter the two small amounts we have deposited to the new bank account.
  8. Review the bank account info and complete your request.

 

Refer to this article for more details about the process: Change the deposit bank account for QuickBooks Payments.

 

Please keep me posted on how these steps turn out, and let me know by commenting below if you have any other concerns besides updating your bank account in QBO. Have a great day ahead and see you again!

skylilah
Level 1

Can't update bank account - two-step verification is the wrong phone number

Hi there, thank you! 

 

I have updated my quickbooks account with the new number, as well as my bank account. The old number has been deleted for all accounts however it still asks for a verification code that is sent to the old number when I try to add a new bank to quickbooks. 

 

Please let me know how to move forward.

Thank you!

GenmarieM
QuickBooks Team

Can't update bank account - two-step verification is the wrong phone number

Thank you for coming back to this thread, sky.

 

I am sharing some insights about the 2-step verification code sent to your old number.

 

Since you mentioned that you already updated your number in your Intuit Account and deleted the old one, I recommend contacting your bank or your financial institution to update your number with them as well. This will enable you to use the updated number to connect your bank to QuickBooks Online.

 

Furthermore, I'm adding this helpful article for more insights into managing your business information: Change your business name, contact info, or EIN in QuickBooks Online.

 

Come back to this post if you have further concerns and follow-up questions about managing your Intuit Account. I'll be here to lend a helping hand. Have a good one!

skylilah
Level 1

Can't update bank account - two-step verification is the wrong phone number

Hi there,

 

Thank you for the response. The old number has been deleted from my Bank account and updated with the new number as well.

 

Please let me know how to move forward. 

Thank you

MJoy_D
Moderator

Can't update bank account - two-step verification is the wrong phone number

Thank you for the response and for performing the steps provided by my colleague above, @skylilah.

 

I can share additional details that you may find useful in updating your bank account information. 

 

You can proceed by following the steps provided by Kevin_C above, which is to update your bank account info in QuickBooks Online.

 

Here are the steps:

 

  1. Go to the Transactions tab from the left menu and then select Bank transactions.
  2. Choose the tile for the bank account. Then, click on the Edit () icon.
  3. Select Edit sign-in info and update your details as needed.

 

Refer to the following article for more information about adding your bank in QuickBooks: Connect bank and credit card accounts to QuickBooks Online

 

After getting your latest transactions, you can now match and categorize those transactions and reconcile them to ensure your books are accurate and there aren't any duplicate transactions:

 

 

Let me know if there’s anything else that I can assist with your bank connection by leaving a comment below. I'm always willing to help. Have a great day!

skylilah
Level 1

Can't update bank account - two-step verification is the wrong phone number

Hi there,

 

Thank you for the information. The account is attached for the transactions, that is not a problem. I am trying to connect it for the payouts, which it is not allowing me. It is still sending a verification code to the old number, however the old number is no longer attached to my bank account either.

 

So I am not sure how to move forward.

 

Thank you

AldritchM
QuickBooks Team

Can't update bank account - two-step verification is the wrong phone number

Hi there, @skylilah. Allow me to help you to put you on the right path to make sure this gets resolved.

 

I'd suggest contacting our support team. They have the necessary tools to assist you further in a safe and secure environment.

 

Here's how to reach them:

 

  1. Go to the Help menu and select the Search tab.
  2. Then, click Contact Us.
  3. Then, enter a brief description of your concern and select Continue.
  4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

 

Additionally, I've added this article you can use in the future whenever you're ready to review your transactions: Categorize and match online bank transactions in QuickBooks Online.

 

I'll be around if you have other questions or concerns about any processes within QuickBooks. Let me know in the comment section below and I'll make sure to get back to you. Take care!

 

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