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D
DS127
August 18, 2021
Question

Link credit card to COA account after initial setup

  • August 18, 2021
  • 1 reply
  • 0 views

This seems like an obvious thing but I can't find directions anywhere on this.

We have a client, recently set up in QBO, converted from QBD.  I want to link her credit card (set up as such in the COA) to bring in the transactions electronically. 

 

How do I do this? Info from other websites say to press "add" on "Connect account" but I don't see that anywhere.  

Thanks!

1 reply

T
TirzahC
August 18, 2021

I can help you add your bank account in QuickBooks Online, DS127.

 

In connecting the Bank accounts through your Chart of Accounts, the section is different than the connect bank and credit card accounts through the Banking section. 

 

Through the chart of accounts, here’s how to add your bank: 

  1. Go to the Accounting menu. 
  2. Choose the Chart of Accounts tab.
  3. Select New to create an account.
  4. From the Account Type ▼ drop-down menu, select Credit Card.
  5. Give your account a name.
  6. When you're finished, select Save and Close.  

For reference, here's an article: Add an account to your chart of accounts in QuickBooks Online. 

 

You can read through these articles to help you manage your transactions: Connect bank and credit card accounts to QuickBooks Online.

 

I'll always be here if you need further assistance in connecting your credit card to QuickBooks Online(QBO). Take care!

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