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How does my customer change the bank account information they use to pay an invoice via ACH through Quickbooks Online?

 
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QuickBooks Team

How does my customer change the bank account information they use to pay an invoice via ACH through Quickbooks Online?

 

hanks for reaching the Community space, @joeseph99x.

 

We're unable to edit the bank account information of your customer when the invoice is in the process. Though, you can void the transaction to avoid the fee. 

 

Just a heads up, you need to do this before the cut-off time, 3:00 PM Pacific Standard Time (PST). If you've already passed it, you would need to get in touch with our Merchant Services Team. They can pull up your account in a secure environment and process the cancellation for you

 

To Void an invoice paid by credit card or ACH, here's how:

 

  1. Go to the Sales menu and select the Invoices tab.
  2. Choose the invoice you want to void the payment for.
  3. Click More, then select Void.
  4. Hit Yes, then OK.

 

In case you want to process a refund, here's how:

 

  1. From the invoice detail screen, select the payment made link.
  2. Click the date link.
  3. Select the Transaction processed link then choose Refund.
  4. Select Yes, refund my customer.
  5. Hit OK on the Transaction successfully refunded screen.

 

To learn more about this, I recommend following this article: How to void a credit card payment or process a credit card refund.

 

Once done, recreate the invoice then process the payment with the new bank. Just click this article for more details: Process an ACH bank transfer from a customer.

 

I've added these great resources that can guide you with your future task in QuickBooks:

 

 

 Please know that I'm only a post away if you have any follow-up questions. Have a great weekend!

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