How To Change Bank Account Details In QuickBooks

Credit card and ACH payments processed using QuickBooks Payments are deposited into the chosen external bank account. You can think of this as your payments account.

The external bank account that QuickBooks uses to deposit payments can easily be changed. Keep in mind that you can only use one account to collect payments at once.

Objective:

· To find a bank account in QBP product and the dropdown/picklists of services

· How to modify Bank account settings in QuickBooks Online for making them available for mapping?

Environment:

· QuickBooks Online

Additional Details

· To know how to connect Bank Accounts to QuickBooks Online via Intuit QuickBooks website

· For learning how to set up Trust and Trust Liability Accounts

Points to remember:

Currently, there are the following types of accounts that you need to choose from. So choose them wisely.

· Revenue Accounts (Income, Sales)

· Asset Accounts

· Liability Accounts

· Other Current Liability Accounts

· Expense Accounts

Also Read: How to fix QuickBooks Common Error

Procedure:

Prior to using the below steps, make sure that you are accessing QuickBooks in Accountant view and not in the business. Do it using the Settings gear on the top-right corner.

1. First of all, tap on the Settings gear on the top-right under the QuickBooks Online application.

2. Next, hit on the Chart of Accounts

3. Later on, locate the Bank Account that you want to configure

4. Hit on the down arrow to the right of it and then choose the Edit option

5. In the Account Type section, configure the correct Account Type

6. Choose the correct Detail Type (your bookkeeper or accountant should be able to help you with this)

7. In the upper-right corner, click Settings

8. Visit our Products and Services page

9. You can either create a new service or edit an existing one

10. From the Income Account list, select the correct account

11. Lastly, Save and Close the made changes.

This Infographic describes How to change Bank Account details in QuickBooks. However, give our QuickBooks Error Support 1 (800)-370-1849 a call if you continue to experience problems when using the tool or if you would need more information regarding the Intuit QuickBooks. Our account experts will resolve all of your errors and issues related to QuickBooks as soon as they can.