How to change a Vendor's Bank information in Pay bills online.

I'll help you change your vendor's bank information, pgupta1.

We can edit the vendor's banking information in Bill Pay by following these steps.

1. Go to Expenses.
2. Choose 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.

• Disconnect from the old vendor contact's account in the vendor record in your account
• Update the vendor info in your account as needed (email, pay to, etc.)
• Send a new invitation.

      For manual bank entry: Select Change payment method to check.

For more details, you can check these articles.

• Learn about QuickBooks Bill Pay: Then, go to View or edit your vendor's payment information section. This helps you how to manage the information about your vendors.
• Change a vendor payment method: This provides information on how you can quickly update your vendor payment method.

Feel free to check out these articles for more information about QBO's online bill-paying capability:

• Pay bills in Online Bill Pay.
• What is Online Bill Pay?

I'm just one reply away if you have other concerns about managing bills and vendor information. I'm here whenever you need help. Have a great day ahead.

Greetings!  Thanks for this post.  I understand how to edit a vendor's profile.  With bill.com I was able to invite  the vendor to enter his/her bank info, thus keeping the vendor's information private.  Will I have this option with QuickBooks Bill Pay?

Cheryl

Hi there, @spcdccpa. I'd like to share the details on how you can edit the vendor's bank information in QuickBooks Bill Pay.

You have to do this manually in QuickBooks Online (QBO), the option to let the vendor add their bank information is unavailable. Please know that any additional or new details you add for them in the Bill Pay service will update existing payment information for such profiles. Here's how:

1. Log in to your QBO account and select the Expenses menu.
2. Next, click Vendors.
3. Then, locate the appropriate vendor by searching or looking through the vendor list.
4. Once opened, you can now view and edit their information.

For reference, go to the View or edit your vendor's payment information in this article: Learn about QuickBooks Bill Pay.

Additionally, you have the option to email expense receipts and bills to your QBO account. For detailed steps, check out this article: Email receipts and bills to QuickBooks Online.

Should you have other concerns about editing or adding your vendor's details, please drop a reply below. I'd be glad to provide answers and steps to help you out.

This is a MAJOR step backwards in the Bill Pay process. Not only did we lose all existing bank info for vendors we've been paying for YEARS via the Bill.com integration, but now we've lost the ability to request this information privately? I have been overwhelmingly frustrated and disappointed by the conversion away from Bill.com and onto the QBO Bill Pay platform and this is just another negative to add to the list. 0/10 would not recommend.

@NancyP-ART 

You can signup for a separate Melio account for free to integrate with QBO. You select "Ask vendor for payment details" option when scheduling the bill payment. You’ll see a note under the payment deduction date letting you know by which day your vendor needs to provide the payment details in order to get paid on time.

https://affiliates.meliopayments.com/quickbooks

As an additional perk, you can get $100 as cashback.

https://affiliates.meliopayments.com/cashback

Doesn't work.  I add ACH information and save it.  When I re-open the vendor information, those fields are blank.  Contacted support but I finally gave up after being transferred from Quickbooks Online Support to Payments Support, then back to Quickbooks Online Support, then back to Payments Support. 

Hi Lhau, I can help you update the payment information in QuickBooks Online.

Ideally, any new or additional info you add for your vendor in the Bill Pay service will update existing payment information for such vendor. Since you're getting blank fields, let's perform some basic troubleshooting.

I'd first suggest logging into your QBO account using a private browser, it doesn't store data in the cache. Thus, it's a great way to isolate browser-related issues.

Use these keyboard shortcuts depending on the browser you're using:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Internet Explorer: press Ctrl + Shift + P
• Safari: press Command + Shift +N

If you can update successfully, switch to the regular browser and clear its cache. It helps to restore the default setup of the browser. If all else fails, try a different supported browser to determine if the issue is browser-related.

In case the problem persists, it would be best to contact our support again. QuickBooks Payments only supports ACH payment issues related to customers. You can clarify to the next support the ACH information you're trying to update is for Bill Pay.

Our support for Plus, Essentials, and Simple Start is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). For Advanced, any time, any day. Here's how you can reach them:

1. Click the Help tab in the upper-right corner.
2. Go to the Assistant tab.
3. Click Get help from a human.
4. Choose Chat with us or Have us call you.

I also have a link for further guidance on how to use QuickBooks Bill Pay for QuickBooks Online. For your reference about the process, check out this link: Learn about QuickBooks Bill Pay.

Comment below if you have additional questions about updating vendor information in QBO. We're always here to help. Take care always.

lhau@courpharma. 

You are using QB Billpay, correct? You can signup for a free Melio account to isolate the problem.

https://affiliates.meliopayments.com/quickbooks

Did you encounter the same problem?

The fourth tech. support specialist suggested Melio.  I am going to discuss that option with management.  The only problem I see is that you have to be an administrator to sign in to Melio.  Personally, I think it's ridiculous that you have to be an administrator to add banking information to a vendor's account.

lhau@courpharma. 

I think it's ridiculous that you have to be an administrator to add banking information to a vendor's account.

I believe their real intention is to prevent non-Admin users from registering fake bank information. You can setup if non-Admin user register the bank information, they will need approval from Admin.

This is what we want to do.  Have one person enter the information and another approve it.  However, I can't sign into Melio.  The tech. support specialist yesterday told me I had to have administrator access to sign into Melio.  I discovered today that their website says you only need full access to Bill Pay to sign in.  But I can't.

Try to signup for a free Melio account manually and integrate it with QBO. Don't use your QBO credential to sign-in

https://affiliates.meliopayments.com/quickbooks

Login to your new Melio account and invite one user as Non-Admin (i.e Accountant or Contributor). Then you can test the approval scenario.