Hi AlcaeusF,

Thanks for getting back to me. I tried the procedure below...

• Click the + New option.
• Select Sales Receipt or Receive Payment for invoices.
• Choose the customer name.
• Add ACH as the payment method.
• Update the bank information.

This seems to work, until I pressed the "Save and Close" button. Then I get the "Something not quite right" error.

A better way for QB Online to handle this would be...

• Select "Customer and Leads", then "Customers"
• Search for and find the desired customer
• Press the "Edit" button and scroll down to Payments
• Intuit could add a new button "Send request to change bank info..."

Much like a payment request, QB would send an email to the customer requesting them to change their bank information. The customer enters the new bank info and presses "Save", QB inserts a new bank record that joins to the customer ID. QB also sets the new bank record to the default. An audit trail and history are preserved.

This way, I don't have to ask the customer to send me their new routing and bank account numbers.

Rod