How to add, edit or delete a beneficiary?
Manage your transfers beneficiaries list
Anne-Emmanuelle avatar
Written by Anne-Emmanuelle
Updated over a week ago

We made it easy to add a new beneficiary at any time. You can also edit one of your beneficiary details whenever you want.

Add a new beneficiary

You can add new beneficiary details at any time.

💻 On your web app

  1. Go to the Business Account section

  2. Click on the Transfers tab and click on Make a transfer

  3. Have a look at your Beneficiaries list on your right, and click on the purple black + icon to add a beneficiary.

  4. Fill in all the requested information, VAT rate and possible labels, then click on Add.

  5. Your new beneficiary has been added to your list!

☝️ Good to know: You will find your beneficiary details on the list on your right, in your Beneficiaries list. Do you want to make a transfer to this beneficiary? Save some time and select the details in just one click. The information of your beneficiary with the VAT rate and label will be automatically pre-filled. You won't have to put them again!

📱 On your mobile app

On your mobile app, adding a new beneficiary can be done only when making a transfer.

  1. In the Transfers section, click on the black + icon in the top right corner of your screen.

  2. Click on New beneficiary and add its details.

  3. Make your transfer. Your new beneficiary will automatically be added to your list!

Keep in mind that your team members and your accountant can also add a new beneficiary while sending you a transfer request.

Edit an existing beneficiary

Do you want to edit the details of one of your beneficiaries already on your list? Just follow these steps:

  1. Go to the Transfers tab of your Qonto Business Account and click on Make a transfer.

  2. Hover the beneficiary of your choice on your right and click on the Edit icon

  3. Edit the information

  4. It will be updated for all the transfers made to this beneficiary!

You can also edit a beneficiary by clicking on the Suppliers section under Bookkeeping in the Advanced section, on the left bar. Click on the beneficiary you want to edit, and then click on the little pencil that appears when you hover the card on the top right corner.

✌️ Good to know: If you want to edit the IBAN, you will have to add a new beneficiary.

Note: You also can delete a beneficiary at any time by clicking on the Delete icon, next to Edit icon.

👉 Tips : If you have a one-time transfer to make to one of your suppliers, you can avoid filling manually all the information of the supplier by making this payment via the Suppliers invoice Section.

Delete a beneficiary

You also have the ability to delete a beneficiary at any time from your web page or mobile application.

From your beneficiary list, click on the Delete button, right next to the Edit this beneficiary icon.

💡If you have set up Strong Customer Authentication on your account, you will receive a confirmation request on your associated phone.

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