You can update your bank information in QuickBooks Online by following these simple steps:
1. Access the Banking Section
- Navigate to the Banking tab in your QuickBooks Online account.
- Click on Chart of Accounts.
2. Locate the Bank Account
- Find the bank account you want to update.
- Click on the pencil icon next to the bank account name.
3. Edit Bank Information
- In the Edit Account window, you can modify the following details:
- Account Name: Change the name of your bank account.
- Account Number: Update your bank account number.
- Bank Routing Number: Update your bank's routing number.
- Account Type: Select the correct account type (checking, savings, etc.).
- Currency: Choose the currency for your bank account.
- Balance: Update the current balance of your bank account.
4. Save Changes
- Once you've made all the necessary changes, click on Save.
- Your bank information is now updated.
Important Considerations
- Verify Accuracy: Double-check all information before saving to ensure accuracy.
- Reconciliation: After updating your bank information, reconcile your accounts to ensure everything is balanced.
