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December 7, 2021
Question

How do i set up a bank account that i can not link? I am working on a previous year and the account is now closed.

  • December 7, 2021
  • 2 replies
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2 replies

JenoP
December 7, 2021

I'd be glad to help with your concern about banking, gipsonwell-gmail.

 

QuickBooks Online gives you the option to create a bank account without syncing it up with your financial institution. I'd be glad to share these steps with you: 

 

  1. Go to the Accounting menu and select Chart of Account.
  2. Click New in the upper-right hand corner.
  3. Select Bank in the  Account Type, then choose a Detail Type.
  4. Enter all other details such as the beginning balance and name of the account.
  5. Click Save and close once finished.

 

After adding the bank, you can manually import and categorize the transactions, Check out these articles for more details:

 

 

Let me also share this additional article for more reference: Reconcile An Account In QuickBooks Online.

 

You can always post another question or reply to me if you have more concerns or inquiries. We'd be delighted to help you again. 

Fiat Lux - ASIA
December 7, 2021

@gipsonwell-gmail 

Another option to use a 3rd party importer/converter tool.

https://www.moneythumb.com/?ref=110