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RFBSDot
January 5, 2021
Question

Add a bank account manually

  • January 5, 2021
  • 1 reply
  • 0 views

Hi

I need to add a bank account that doesn't have the option to be linked autimatically to QB. It's essentially a bond account so the only transactions are interest payments. 

It needs to be there though as awe have a substantial chunk if our capital in the bond account. 

 

Any guidance welcome. 

Thanks.

1 reply

BettyJaneB
BettyJaneB
January 5, 2021

You can add a bank account manually in QuickBooks Online, @RFBSDot.

 

I'll share with you the steps on how you can add a bank account in the system without connecting it to Online Banking. 

 

Here's how to do that:

  1. From the left menu, click Accounting and refer to the Chart of Accounts.
  2. Click on New.
  3. Supply the necessary information needed like the Account Type, Detail Type, and Beginning Balance.
  4. Select Save and close once done. 

After that, you can now either enter the transactions manually or import the transactions from a CSV file, which will allow you to use the Banking page in the same way as if there was a live connection by adding and matching transactions. 

 

To guide you in uploading you bank transactions in QBO, please refer to the steps found in this link: Import bank transactions from .CSV to QuickBooks.

 

 

If there's anything else that I can help you with, don't hesitate to leave a comment below. I'll be glad to lend a helping hand.

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