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HillCarp
Level 1

Change Bank Account for E-file and E-pay

When the e-pay was set up, an inactive bank account was somehow linked. There doesn't seem to be a way to remove the inactive bank account. It keeps telling me to enter the deposit amount, but there wasn't one since the account no longer existed. Spent well over an hour on the phone with QB phone support and they couldn't help me. There has got to be a way to remove an old account and add a new one!

 

I've attached a screenshot of where it shows I've already selected a bank account... which no longer exists..

 

Help :)

7 Comments 7
Kristine Mae
Moderator

Change Bank Account for E-file and E-pay

Let me make it up to you, HillCarp. We'll try a few steps to fix this.

 

First, you'll have to turn off the E-services feature. This way, you can update the bank account. Then, activate it again and link the correct bank account.

 

For the detailed steps, please check this article: Update your business info in online payroll.

 

I'll also add some articles about E-services as future references:

Get back to this thread if you need more of our help. We'll reply as soon as we can.

HillaryC
Level 2

Change Bank Account for E-file and E-pay

Thank you for the reply but neither of these are viable options.

 

The first solution only offers changes to the business (name, address, etc.) not to the bank account.

 

The links provided only work if no bank account was ever connected. Again, the issue here is that the wrong account was connected.

Angelyn_T
QuickBooks Team

Change Bank Account for E-file and E-pay

Thank you for the quick response, @HillaryC.

 

If you don't have the option to update your bank account when trying to re-setup your account for electronic payment and filing, I encourage reaching out to our Support Team. This way, a representative can help you update the bank account correctly.

 

To contact support:

 

  1. Select Contact us from the Help menu.
  2. Type in a short description of your concern under the What can we help you with? window, then click on Let's talk.
  3. Choose a way to connect with a representative.

As your guide about paying and filing payroll taxes online, check out the details from this link.

 

You can also read the topics from this article to stay compliant with the state payroll tax regulations.

 

Let me know if there's anything you need assistance with. I'm always here to help. Keep safe always!

HillaryC
Level 2

Change Bank Account for E-file and E-pay

Yep. I'm now on hour three of customer support phone calls. No one knows how to fix this.

HillaryC
Level 2

Change Bank Account for E-file and E-pay

The issue has been resolved. I finally - after multiple phone calls and several hours with other reps - reached a customer service representative named Ara. She provided me a link to the Bank Account Change Form. Only someone within Quickbooks can make a change to a payroll account when using the online version.

 

Hope this saves someone else a lot of time!

MichelleBh
Moderator

Change Bank Account for E-file and E-pay

Hi there, @HillaryC.

 

I’m glad to know that our Technical Support Team was able to help you get back on track. Thank you for providing a link for the Bank Account Form. This form surely helps a lot of customers who are also experiencing the same problem. 

 

For future reference, I'd recommend visiting this website: QuickBooks Online (QBO) Tutorials. This link contains step-by-step videos about effectively managing your QBO account, invoices, income, expenses, banking, and inventory. 

 

Don't hesitate to leave a comment below if you have other concerns. I'm always here ready to help. Have a great day. 

 

0609025242
Level 3

Change Bank Account for E-file and E-pay

If you blank out the account number section, blank out the routing section and then enter finish....it will reset to the account to "Not set up for E-pay"

 

All fields where you enter numerical data have to be empty/blank and then you have to save that data by hitting the "finish" button at lower right side.

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