Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
New Member
July 28, 2026
Question

How do I change my bank details for invoices

  • July 28, 2026
  • 1 reply
  • 6 views
I want to change bank details

1 reply

QuickBooks Team
July 28, 2026

You can update your bank details in QuickBooks Online through the account settings or custom invoice template, depending on where you originally added them.

Here's how to change the payment instructions:
 

  1. Go to the Gear icon, then select Sales.
  2. Click the Invoice payments section.
  3. Enter your bank details in the payment instructions field.
  4. Click Save.
     

Follow these steps to edit the invoice template footer:
 

  1. Navigate to the Gear icon and select Custom form styles.
  2. Find the template you currently use for your invoices and click Edit.
  3. Select the Content tab. Click the pencil icon of the footer.
  4. Enter your bank details in the add payment details and footer field.
  5. Select Done.

 

If you have other questions, let us know in the comments below.