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dkumar1
June 29, 2021
Question

How to add dummy bank account for testing purpose in QuickBooks Desktop

  • June 29, 2021
  • 1 reply
  • 0 views

Hi Team,

 

I want to add dummy test account in QuickBooks desktop to test my transaction. Is there any way to add dummy bank account to deposit test payments.

1 reply

AlexV
AlexV
June 29, 2021

Hello dkumar1!

 

I'm here to show you how to add a dummy bank account. You can follow these steps:

  1. Select Chart of Accounts from the Lists menu.
  2. Press Ctrl + N on your keyboard. On the pop-up, select Bank, then Continue.
  3. Enter the details needed. You can name it something like "Dummy Bank", then tap Save & Close.

 

In addition, I won't recommend mixing dummy or sample transactions into your live company file. Instead, you'll want to use our sample file and do the test deposit from there.

  1. Close your company file.
  2. In the No Company Open window, select Open a Sample File and choose any from the list of sample company files.

 

Need a reference in setting up your bank feeds? Check this article: Get started with Bank Feeds for QuickBooks Desktop.

 

Leave a comment below if you need more help. Have a great day!

D
dkumar1Author
July 5, 2021

Hi Mr. AlexV,

 

Sorry for the response delay.

 

I created the dummy back account as per your provided instructions. Can you please suggest me following points

1. How to make dummy bank as receivable account.

2. How to setup test bank feeds (screenshot enclosed)

 

Basically, I want to import SQL invoices to the QuickBooks along with its complete transactions. Invoices are imported successfully. now, I am trying to map or link with paid payments to specific bank. Please let me know if more info required.

 

Thanks

Deepak Kataria

 

 

 

R
Rasa-LilaM
July 5, 2021

Welcome back to the Community, dkumar1.


Thanks for adding more details about your concern. I’m here to share some insights about using the bank feeds feature.


In QuickBooks, you’ll have to connect the bank or credit card to the bank feeds first to download transactions. This way, you can bring the payments into the account. If you wish to add one, follow the steps below.


Here's how:

 

  1. Go to the Lists menu at the top bar and choose Chart of Accounts.
  2. This will open a page where you can add the dummy bank.
  3. Click the Account drop-down to select New.
  4. Tick the radio button for Bank and hit Continue.
  5. Follow the on-screen instructions to complete setting up the bank.

 

Next, let’s go ahead and connect it to the bank feeds. For detailed instructions, check out this article: Set up bank accounts for Bank Feeds in QuickBooks Desktop.


If you no longer want to use the dummy account, you have the option to deactivate it. I’m adding an article that covers basic information about the online banking feature. It contains topics on how to download bank feed data, add or match downloaded entries, edit the bank feed settings, etc.: Get started with Bank Feeds for QuickBooks Desktop.


Keep in touch if you need still need help with QuickBooks. Click the Reply button and post a comment. I’ll get back to assist further. Wishing your business continued success.

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