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M
maureenorman
May 28, 2019
Question

How do I add a cash account to my banking page?

  • May 28, 2019
  • 1 reply
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1 reply

AddieC
AddieC
May 28, 2019

Hello, 

 

Connecting your bank accounts to the Bank Feed is one of the best features in QuickBooks Online. This helps you automatically import all the transactions from your online banking platform. This makes reconciliation a smooth process, and it saves you time knowing that all your transactions are stored in one place. 

 

If you'd like to connect a bank account to the Bank Feed, simply follow the steps in this article: How to connect bank accounts and manage imported transactions . 

 

This is another useful resource you can review as well: Connect bank and credit card accounts to QuickBooks Online . 

 

I hope this helps. Please feel free to reach out if you have any other questions. 

 

Have a great day!

M
maureenormanAuthor
May 28, 2019

Thanks for your response, but that doesn't help, unless I'm missing something! I want to add an account to my banking page that does NOT connect to a bank. It appears that the only way is to go through the 'download transactions' process but because it's cash this is irrelevant. Is it possible to add an account to the banking page that is not connected to a bank? I can see it on my dashboard, but I just want to know if I can see it with my other accounts on the banking page. 

 

Thanks

Maureen

    AddieC
    AddieC
    May 28, 2019

    Hello again, Maureen. Thanks for reaching back out for further clarification. I'll straighten this out. 

     

    The Bank Feed is used to link your QuickBooks Online account to your online banking. The only way to attach an account to the Banking portal in QuickBooks Online is to sync it with a Financial Institution. You're still able to record cash transactions in your account, however this money will ultimately be 'deposited' into a bank account. If your accounts aren't connected to the Bank Feed, the account will simply appear in the register, or the Chart of Accounts. 

     

    I hope this helps make sense of the Banking feature in the program. If you have any other questions, please don't hesitate to ask. 

     

    Cheers! 

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