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March 4, 2023

Good day, thewind. I'd be glad to provide some insights on how you can manually add your bank account in QuickBooks Online (QBO). 

 

To add a bank account in QuickBooks Online, we can go to your Chart of Accounts and create one. 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.

 

In case you've already added the account to your Chart of Accounts, I'd suggest following these steps to connect it.

 

  1. Go to the Accounting menu and then select Chart of Accounts.
  2. Find the account you want to connect to.
  3. Select the View register drop-down menu under the Action column.
  4. Click Connect bank.
  5. Follow the onscreen instructions.

 

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.

 

If you have other questions about adding a banking account, keep me posted in the reply section below. I'll be happy to help.