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Level 1

I want to update my bank account information on invoices

i want to update my bank account information on invoices
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QuickBooks Team

I want to update my bank account information on invoices

Hey @expresscommllc

 

I can definitely help with updating your invoice bank account.

 

If you’re using QuickBooks Payments:

  1. Sign in to QuickBooks Online on your computer (not from your mobile device).
  2. Go to Settings ⚙.
  3. Select Account and Settings.
  4. Select the Payments tab.
  5. In the Deposits section select Change bank.
  6. Select Add new bank account.
  7. Enter the Routing Number and Account Number of the bank account you want to change to.
  8. Select Save.
  9. Review the bank account info and is selected, then select Submit.

 

If you’re manually receiving payments on your invoices:

  1. From the Dashboard-
  2. Select Receive Payment.
  3. Select the bank account from the drop-down menu in the Deposit to window.
  4. Enter customer information and Save.

 

I’ll be around if you have any other questions about your deposit accounts or anything else. Drop a comment below!

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