Connect your bank automatically

You may be eligible to automatically connect your payroll bank account to QuickBooks Online Payroll instead of manually by entering your account and routing numbers.

To connect your bank automatically:

1. When prompted, choose to connect your bank automatically.

   If you haven't already set up a payroll bank account, you may be prompted when you set up direct deposit or e-file and e-pay. You can also connect your bank account in from your payroll settings.

2. Enter your bank name in the field.

   or

   Select your bank from the list.

3. Enter your bank login credentials.

   QuickBooks Online Payroll does not store your bank login credentials. They are used only to connect your payroll and bank accounts.

4. Click Connect securely.
5. Select the account you want to use.
6. Click Use this account and then click Next.
7. Confirm your business details and then click Next. Any changes you make here are stored in QuickBooks Online Payroll.
8. Verify the information we have for your company's principal officer and then click Finish.

What happens next

QuickBooks Online Payroll securely connects payroll with your bank account. And then you're ready to use the bank account for direct deposit and to e-file and e-pay your payroll taxes.

Next time you access your bank account, you'll notice a small test debit and credit (less than $1) from QuickBooks Online that was used to verify all routing information for your account.

See also

• Sign up for e-file and e-pay
• Set up direct deposit
• Connect your bank using account and routing numbers
• Payroll topics

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