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akkedis33
Level 1

How to change banking details on Quotes and Invoices

 
1 Comment
AlexV
QuickBooks Team

How to change banking details on Quotes and Invoices

Hi akkedis33!

 

Let me assist you in changing the banking details. However, I need more info about this.

 

The quote is a non-posting transaction so I want to know how the banking details affect it. Are these details were auto-populated when creating either the invoice or quote? You might want to customise the sales forms in QuickBooks Online.

 

We'll wait for your response so we can provide an accurate answer. Thanks!