Easy Ways For Activating Direct Deposit in
QuickBooks
Direct deposit is one of the most convenient and secure methods for paying your employees and contractors.
With just a single click, you can ensure timely payments without the worry of lost paper checks. Activating
direct deposit in QuickBooks eliminates many common payroll headaches. With direct deposit, you guarantee
that your employees receive their payments promptly and consistently. If you’re a new QuickBooks user and
want to enable direct deposit, this blog post will guide you. Let’s get started.
If you need further help with setting up direct deposit, don’t hesitate to call us at 1–855–856–
0042. Our QB technical team is here to help.
Stepwise Instructions To Set Up Direct Deposit
Before you begin, it’s crucial to pay attention to every detail during the setup
process. Missing any required information or skipping steps can
trigger QuickBooks error 40001, which may interrupt the entire setup.
Step 1: Gather Essential Information
 Business Information: This includes your business name, address, and Employer
Identification Number (EIN).
 Principal Officer’s Information: You’ll need the home address, date of birth, and
Social Security number of your principal officer.
 Banking Information: Compile your company’s bank routing and account
numbers or your online banking login details.
 Employee or Contractor Information: Gather the bank account information for
your employees or contractors, as this will be required for their direct deposits.
Step 2: Connect Your Bank Account
Using QuickBooks’ Instant Bank Verification feature allows you to link your bank account
seamlessly. Follow these steps:
 Launch QuickBooks and sign in using your admin password.
 Navigate to Employees.
 Go to My Payroll Service.
 Select Activate Direct Deposit.
 Click on Get Started. Then proceed to the Business tab.
 Select Start.
 Fill in the required information. Click Next.
 Enter the principal officer’s information.
 Click Next again.
 Choose Add a new bank account.
 Do this by entering your bank name and account number.
 Create a security PIN.
 You will use it for payroll transactions.
 Confirm this PIN by entering it twice.
 Click Submit.
 Click Next. Select Accept and Submit.
 Verify the principal officer’s full Social Security number.
 Hit Submit.
After completing these steps, you should receive one of two messages:
 Your bank account is connected
 Thank you for signing up for QuickBooks Direct Deposit. What’s next?:
Step 3: Verify Your Bank Account
Next, verifying your bank account is important to ensure it’s correctly linked to QuickBooks.
Intuit will conduct a test debit of less than $1.00 from your account if the connection isn’t
immediate. You’ll need to input this amount into QuickBooks to enable payroll transactions for
your account. Please note that this debit may take as long as two days to complete.
Step 4: Set Up Employees
In this final step, you will configure direct deposit for your employees. Give
them a direct deposit authorization form to complete, sign, and date. Request
a voided check or their specific bank account and routing numbers from your
employees.
Conclusion
In this guide, we have explored the steps for activating direct deposit in
QuickBooks Desktop for your employees. Once this advanced feature is
activated, you will be able to pay your employees efficiently and reliably.