I'm using QB Self Employed and my company has a new checking account. I want this account to be the account that receives invoice payments going forward. How to do this?

My company has a new checking account and I want this account to receive invoice payments made through Quickbooks Self Employed going forward. I have the new account added, but can not figure out how to set this account as the default for receiving invoice payments. How do I do this and why is it not more straightforward?


Great day to you, logan,

I’m here to help share information on how to update bank account information upon receiving invoice payment.

To start with, you must be the Principal User ID of the account to update bank account information.

To update, here’s what you’ll need to do:

  1. Sign in to the Merchant Service Center.
  2. Go to the Deposit Account Information section and click Edit.
  3. For security, you will be prompted to confirm your identity thru SMS or a phone call. We will provide you with a 6-digit code via any of the phone numbers we have on file for you.
  4. Select the method you wish to receive the code. You can choose to receive a text or an automated voice call to get the confirmation code.
  5. Enter the Account Type, Routing Number and Account Number.
  6. Click Submit.

Here’s a helpful articles that you can check on for more detailed information: Change business, bank account, or contact information in the Merchant Service Center.

As always, you can contact our QuickBooks Payments team if you need assistance with the steps. They'll be able to pull up your account in a secure environment and help you navigate using one of their tools

Please feel free to visit us again if you have further questing in updating bank account information,  I’d be happy to answer it for you.

Was this answer helpful? Yes No
Default user avatars original
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.