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November 6, 2023
Question

How do I add a new bank account?

  • November 6, 2023
  • 1 reply
  • 0 views
I have changed banks and want to know how to add the new bank account.

1 reply

November 6, 2023

Hello useroffice20,

 

Welcome to the QuickBooks Community! I will be happy to assist you here. Here is how to add a new account bank account:

 

  1. Go to Settings ⚙, then select Chart of accounts.
  2. In the Action column, select the View register ▼ dropdown. Then select Connect bank.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Add your Sign info in the Login and Password fields, then select Continue.
  5. Choose the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
  6. Pick your account type on the Account type ▼ dropdown, then select Next.
  7. Choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.

 

For new bank accounts:

  • In the Account Type ▼ dropdown, select Bank.
  • In Detail Type, select Savings or Checking.
  • Give the account a name, and then select Save and Close.

 

From there, you can then download the transactions and categorize them, and the steps for those can be found in the link below. They also include a video presentation that shows you step by step. 

 

 

If you have any questions, let me know! I will be around to help. Bye for now.