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February 21, 2021
Question

How can I add a non-banking visa account to the dashboard

  • February 21, 2021
  • 1 reply
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1 reply

Lourdes-Fernandez
February 22, 2021
Hello rhsal,

I hope you're having a great weekend! I would love to share some insight into your question above.

We will first want to create our account in Chart Of Account for our non-banking visa account. To assist you with this kindly follow the steps in the article below:

Add to or edit the Chart of Accounts
https://quickbooks.intuit.com/learn-support/en-ca/accounting/add-to-or-edit-the-chart-of-accounts/00/261383

Once you have added the account, it will populate under the Bank Account section. It does not need to be connected through the banking tab for it to show in your Dashboard in this area.

I hope this helps!

Have a great rest of the evening.

Kindest Regards,
Lourdes Fernandez