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Level 1

Need to change account information for a direct deposit automatic bill payment. Where do I access the online Bill pay account information?

I have an auto payment set up and need to change the account info but cannot find where to access the payment set-up
3 Comments
QuickBooks Team

Need to change account information for a direct deposit automatic bill payment. Where do I access the online Bill pay account information?

Hi, @hanser007.

 

Changing the account information for a direct deposit in automatic bill payment is just a few clicks. I'm happy to walk you through the whole process. 

 

  1. Login to your QuickBooks Online account.
  2. Choose Expenses on the left pane, then click the Pay Bills Online button.
  3. Find the vendor's name in the Manage Vendors section.
  4. Hit Set up bank transfers or double click the Bank transfer. 

 

       5. Modify the vendor's bank account info and tap Next.

       6. Complete the required fields and click Save.

 

For more details, please go through this article: Add a vendor bank account

 

After changing the bank information, you'll need to initiate a small test deposit again to verify if the bank account can receive payments. For more information, check out this article: Verify test transaction.

 

I've also added these articles below to learn more about how to cancel or edit bill payments and new updates for Online Bill Pay. 

 

 

Let me know if you have follow-up questions. I'm always here, ready to help. Keep safe!

Level 1

Need to change account information for a direct deposit automatic bill payment. Where do I access the online Bill pay account information?

Michelle,

Are you giving me directions for the QuickBooks desktop version?  I'm using QBO and it looks nothing like what you are directing me to.  Thanks for the response and the help - just don't think it applies to what I'm using.

QuickBooks Team

Need to change account information for a direct deposit automatic bill payment. Where do I access the online Bill pay account information?

Thanks for the clarification and prompt reply, @hanser007.

 

I also appreciate you for taking the time to perform the steps shared by my college above.

 

Allow me to share some steps to put you in the right direction. Here’s how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Go to the Gear icon.
  3. Select Account and Settings 
  4. Click Bill Pay from the left menu.
  5. Select your preferred Bank account (if you have other accounts connected).
  6. Enter the information you need to change, then click Save.
  7. Click Done once finish.

On top of this, I’m adding these links that you can read to learn more about how Online Bill Pay works in QBO:

You might also want to check this article for reference in case you need to refund your vendor: Enter a refund from a vendor. This link can walk your through the whole process effectively.

 

Let me know if you have other concerns managing your bills in QuickBooks. I’m just a post away from you. Have a wonderful day ahead.

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