Hi there, @dong-annie33. I've got all the steps you'll need in changing your bank account.
To clarify, are you trying to change your bank account information connected to QuickBooks? You can update it on the Banking page.
Once completed, the system will try to connect with your bank to verify your information. Once you see a confirmation message, select I'm done, Let's go! . You can read through this article for more detailed steps: Update your bank account sign-in information.
If you're trying to change your bank information on your payroll account, you can go to the Payroll Settings . Here's our guide for the detailed steps: Change payroll bank account.
Lastly, if you want to switch the bank account that QuickBooks Payments puts customer payments into, this option available on your company settings. Refer to this article for more info: QuickBooks deposits payments info.
Swing by here if you have other questions about this or if you're referring to something else. I'll be more than willing to help. Have a nice day.
QuickBooks Team July 16, 2021 08:37 PMHope you’re doing great. I wanted to see how everything is going about updating your bank account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
June 01, 2022 08:25 AMNo. I can find 'Banking' on the left
QuickBooks Team June 01, 2022 08:51 AMIt's possible this might be caused by a corrupted file cache stored in your browser, that's why you're unable to view the Banking menu on the left panel.
We can do some troubleshooting steps to rule this out. Let's open your QuickBooks Online account in an incognito or private browser. This mode will not save your browsing history and will also help isolate any web issues.
Here are the keyboard shortcuts:
If it works fine, you can go back to your regular browser and clear its cache . Clearing cache fixes certain problems, like loading or formatting issues on sites. It also helps pages to load faster. Please make sure to restart your browser afterwards.
You can also use a different supported browser as an alternate solution.
I want to ensure you're able to get back to business, so please feel free to let me know how it goes. Cheering you and your business to continued prosperity.
January 16, 2024 03:13 PMI'm having the same issue, a "banking" tab does not exist
QuickBooks Team January 16, 2024 04:52 PMThanks for joining the thread and let me share some information about Banking tab in QuickBooks Online (QBO), Knackersjewels.
It looks like you have the new Banking interface in QuickBooks. This is why you don't see the In Banking tab anymore. In the new interface, you'll see the Transactions tab instead of Banking. See the screenshot for your reference:
If you can't access the Transactions tab as well, we can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:
If it works, return to your default browser and clear its cache . Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.
I'm also adding this link for more tips about reconciliation to keep your books and accounts intact: Reconcile an account in QuickBooks Online .
If you have any other questions about your banking transactions, let me know by adding a comment below. I'm more than happy to help. Keep safe!
