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October 3, 2022
Question

QuickBooks Online 2022 - Can't manually add bank account to chart of accouts?

  • October 3, 2022
  • 1 reply
  • 0 views

Hello QuickBooks,

 

I'm currently using QuickBooks Online 2022 and I can't manually add my bank account to my chart of accounts, nor through my accountant view?

 

I'm not sure if accounts can be added or I can only link accounts with login/password credentials?

 

Nor, I'm not sure if my account is blocked from adding manual bank accounts to QuickBooks Online, I was originally using a different version of QuickBooks Online that allowed me to add manual bank accounts, I'm not sure why I can't add my accounts?

 

Thank you.

1 reply

October 3, 2022

Good day, @tylernicholassharp5.

 

I appreciate you sharing the details of your concern and adding a screenshot to your post. I'd be glad to provide some insights on how you can manually add your bank account in QuickBooks Online (QBO).

 

QuickBooks updated the Chart of Accounts (COA) for all versions with a new interface to be more organized and seamless. That's why you may notice a change in layouts when setting up new accounts.

 

Nonetheless, manually adding bank accounts to the COA differs from the display of your account. Based on the attached screenshot, you're currently in the business view. Thus, you can follow these steps to add a new bank account:

 

  1. Go to Settings ⚙ and select Chart of accounts.
  2. Select the New button and enter a name for the category in the Category name field.
  3. Click the Select category link, then choose Bank & credit cards.
  4. Pick the appropriate Account type from the dropdown.
  5. Enter the date you want to start tracking the account in QuickBooks and enter the opening balance as of that date.
  6. Tap on Save to save a bank or credit card account.

 

On the other hand, here are the steps on how you can add an account if you're in the Accountant view.

 

  1. Go to Settings ⚙ and select Chart of accounts.
  2. Select the New button, then choose Banks.
  3. Click the Save account under ▼ dropdown to choose an account type.
  4. In the Tax form section ▼ dropdown, select the detail type that best fits the transactions you want to track.
  5. Enter the bank name in the Account name field.
  6. Select a date to begin tracking this account in QuickBooks under the Starting date and opening balance section. Then, enter an opening balance in the Account balance field.
  7. Once done, select Save.

 

After adding your bank accounts, feel free to utilize these articles as your reference in manually adding or uploading bank transactions in QBO:

 

 

Alternatively, you can also link your bank accounts with login credentials by following the steps in this article: Connect bank and credit card accounts to QuickBooks Online.

 

Please post an update on how these steps work out, as I want to make sure this is resolved. Just let me know if you need assistance in adding bank accounts to QBO. I’m always here to lend a helping hand.