Skip to main content
May 4, 2024
Question

How do I add a new bank account from a bank where I already have accounts listed?

  • May 4, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

May 4, 2024

I'll make sure you're able to add a new bank account where there are already accounts listed, bchiappa.

 

Just to make sure we're on the same page, are you referring to the Chart of Accounts page? You can follow these steps to accomplish the process.

 

  1. Go to the Transactions menu and select Chart of Accounts.
  2. Click the New button in the upper-right corner.
  3. Enter the account name, type, and description.
  4. Hit the Save or Save and close button.

 

If you need help with a different section in QuickBooks, please add a new post below with clarification. This will help me provide specific steps to meet your needs.

 

Additionally, here are some articles where you can get more tips and details about managing accounts in QBO:

 

 

Visit again if you have more concerns about adding new accounts and any information in QBO. I'll make sure to respond and provide further help. 

May 4, 2024

Actually, I need to add that too.. but I meant to the "bank transactions"