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January 19, 2022
Question

adding a bank account onto desktop that is not on the listing

  • January 19, 2022
  • 1 reply
  • 0 views

I am just starting up and I have just purchased the desktop version of QB... I am attempting to load my bank account into the system but my bank account is not one listed on the account. Is there any way to manually load a bank account into QB desktops? Thanks!

1 reply

January 20, 2022

First and foremost, let me welcome you to the QuickBooks family, @ruthstrug.

 

I'm here to ensure you'll be able to add your bank account to QuickBooks Desktop. Though, there are a few possible reasons why you can’t connect to the bank in QuickBooks:  

 

• Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. You can search by the banking login URL to ensure you are using the correct listing.

• Your bank does not connect to all types of accounts (for example, personal accounts vs. business accounts).

• Your bank is not a participating financial institution. 

 

Alternatively, we can create a bank account through your Chart of Account: Here's how to do it: 

 

1. Tap Lists at the top menu bar, and select Chart of Accounts.

2. Right-click anywhere, and select New.

3. Choose Bank, and click Continue.

4. Enter the correct bank's name in the Account Name field.

5. Click Save and Close.

 

I've also added these articles for reference:  

 

• Edit Bank Feed settings for bank or credit card accounts

• Download Bank Feed transactions 

 

You might also want to visit our page for tips and articles on your future tasks: Banking and bank feeds

 

In case you have more questions, you're always welcome to post here anytime. Take care and stay healthy as always!

ruthstrugAuthor
January 21, 2022

Hi! Thank you for your response!! I do not believe the financial institution I am working with is currently one that is included. But I will definitely try through the other method you listed. I hope it works!!