Can I view / edit vendor bank information in quickbooks? If so, how do I do it?

You'll be able to edit the vendor's bank information with these steps, nathan26.

You need to change the payment method first from Online Bill Pay to paper checks and toggle it back within QuickBooks Online. Once done, the system will ask you to re-enter their bank account information or sending them a new request.

To reconnect the bank or send an invitation follow these steps.

1. Go to Expenses.
2. Select Vendors at the top.
3. Find and select a vendor to open it.
4. Check the banner on top and select accordingly:
5. For invitations:Select Manage invite.
6. For manual bank entry:Select Change payment method to check.

Here are some additional links that are related to updating the vendor's bank information:

• Add a vendor bank account
• Set up a bank transfer to a vendor
• Online Bill Pay updates

I'll be right here if you need further assistance.

We have the same issue.  We had updated vendor bank account by sending invites via QB.  Once the vendor updates the bank account information, we are unable to view it.  So if the transfer is processed via Bill pay or Bill.com and the vendor complains that they have not received the payment, we cannot tell to which vendor bank account the money was actually transferred.

Is there anyway to at least view the vendor bank information - you need not provide editing rights.

SN

Hi there, @savita-clearnexu. Allow me to chime in and share some information about Online Bill Pay.

We're unable to view the vendor's bank account in QuickBooks. However, when sending an invite or adding the information, we initiate a small test deposit to verify the bank account can receive payments. If you're unsure of it or it's incorrect, you can fix it by changing their payment method to checks. Then, reconnect the correct bank account or send a new invitation.

Here's how:

1. On the left panel, click Expenses.
2. Go to the Vendors tab.
3. Find and select a vendor to open it.
4. There will be a box at the top saying Bill Pay Online. Click the Change payment method to check link.
5. Confirm action.
6. It'll ask you to invite the vendor to online bill pay. Click the link and enter new bank info or send a new invite to the vendor.

I've included a detailed resource about changing vendor payment info which may come in handy moving forward: Change a vendor payment method.

You can view the list of successful payments by following these steps:

1. Select + New.
2. Select the Pay Bills Online button.
3. Select the Sent Payments tab.

To view unsuccessful ones, refer to this write-up: Payment details and history in Online Bill Pay.

For additional reference, feel free to check out the ones I've listed below. 

• Using the Vendor Invite Widget
• Set up a bank transfer to a vendor

Please keep in touch with me here should you need any further assistance regarding updating the bank account info. The Community always has your back.

I am aware about the process to change vendor bank account.  My query is that I am unable to view vendor bank information.  How do we know that the bank account updated by the vendor is correct?  If the vendor ask us to which bank account the funds were transferred, we are unable to check as the information is encrypted.

Hi there, savita-clearnexu.

You can no longer verify the data after entering the information from the initial setup. To ensure accuracy, we usually make a small test deposit into your vendor's bank account.

When you're not sure or it's incorrect, you can change it by switching their payment method to checks. Reconnect the correct bank account or send a new invitation.

You can follow the steps shared by colleague above @LieraMarie_A on how to send a new invitation.

Moreover, I've added these resource to learn more about Online bill pay: 

• Setting up bank transfer  for a vendor
• Manage Vendor Payment Method

Reach out to me if you have any other questions while working vendor bank information. I'm a few clicks away to help. Have a good day!