Quickbooks

Change your direct deposit bank account for QuickBooks Desktop Payroll

Learn How to Change your direct deposit bank account for QuickBooks Desktop Payroll Basic, Standard or Enhanced To know more than that Call +1-(818) 900-9884

Do you want to change the bank account that your direct deposit funds are withdrawn from? We show you how.

Set up and Update the Bank Account

First, if you haven’t set up the new bank account, do so in the QuickBooks Desktop Chart of Accounts.

  1. Select Lists, then Chart of Accounts.
  2. Select the Accounts button. Then Click New.
  3. Select Bank. Then Click Continue.
  4. Enter your bank account information
  5. Select Save & Close to save your changes.

Now, update the bank account statistics in the QuickBooks Payroll Account Management Portal.

  1. Select Employees, then My Payroll Service, then Accounts/Billing Information.
  2. Sign in using your Intuit Account login.
  3. Go to Payroll Info section. Under Direct Deposit Bank Account select Edit.
  4. Enter your payroll PIN then select Continue.
  5. Enter the new bank account details. Then select Update.
  6. Wait for the confirmation. Then select Close.

Now, update the account that direct deposit paychecks and fees will post to if necessary.

  1. Select Employees, then Send Payroll Data.
  2. On the Send/Receive Data window, select Preferences.
  3. In the Account Preferences, select the new bank account from the drop-down list.
  4. Select OK to save your changes.
  5. Select Close on the Send/Receive Data window.

Activate your New Direct Deposit Bank Account

After one to two banking days, take a look at your bank statement. You’ll see two small one-time withdrawals made by way of QuickBooks Payroll Service. Enter these two test debits in the Payroll Account Management Portal:

  1.  Select Employees, then My Payroll Service, then Account/Billing Information.
  2. Sign in using your Intuit Account login.
  3. Go to Payroll Info section, under Direct Deposit Bank Account select Verify.
  4. Enter and confirm your payroll PIN.
  5. Select Submit.
  • Change the default bank account to use when developing paychecks in QuickBooks Desktop.
  • Change the bank account where payroll fees will post in QuickBooks Desktop.

Update Bank Account Information via Form

You have the choice to download the form and submit it to QuickBookExperts using one of the following methods:

  • Method 1 (Recommended) Email the form to info@QuickBookExperts.com
  • Method 2 Fax it to (818.900.9884). (Note: Faxed documents take longer to process.)

You’ll need to activate the new bank account if you desire your next Direct Deposit payroll to debit from it. If you need to pay your employees but have not completed the bank account verification and activation steps, you will need to issue paper checks.

Still Stuck?

Call +1-(818) 900-9884

Chat Live to the Customer Care Executive.

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