How do I change default bank account in payroll?

Megan_Chud

I would like to use a new bank account for payroll. I am using Reckon One. Any help appreciated!

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Tanvi_kataria

Hi @Megan_Chud

You can manage your Bank accounts through Payroll Settings. Follow the steps mentioned below -

Login to Reckon One
Go to Payroll - Payroll Settings

If you are required to add a Bank Account before selecting for Payment:

Go to Bank Accounts - Create new account

Once added, Go to Payments

Remove the Previous selection by clicking on 'x' as in the screenshot attached

Make a selection by selecting the correct Bank account from the dropdown
Save Changes

I hope this helps. Please feel free to reach out if any concerns/issues. Thank you!

Regards

Tanvi

Megan_Chud

Thank you so much for your help! Can you tell me what is the process for removing a bank account from my book?

Tanvi_kataria

Hi @Megan_Chud

Have you ever used those Bank accounts for Payment purposes in Reckon One?

If so, unfortunately, those bank accounts can't be deleted along with the system generated Bank accounts. However, here are the steps to delete the Bank accounts:

Login to Reckon One
Go to Payroll - Payroll Settings
Click on Bank Accounts and select the "red bin" to delete the Bank account.

Find the attached screenshot for your reference -

I hope this helps. Thank you!

Regards

Tanvi