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fennelly
June 30, 2019
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Can you add a new bank account in the chart of accounts - I do not have the option to do that

  • June 30, 2019
  • 1 reply
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Best answer by emmam6

Thanks for responding back to me, Sean.


I just want to clarify something about your concern. Is your bank account no longer showing in your chart of accounts? Or you’re unable to add a new bank account because you don’t have Bank as an account type option? 


While waiting for your response, you might want to run QuickBooks on a private window (In case you haven’t done it yet). Here’s how:

  • For Chrome, press Ctrl + Shift + N.
  • For Internet Explorer or Firefox, press Ctrl + Shift + P.
  • For Safari, hold down Command + Shift + N.

If it works fine on a private brewers, it would be best to clear your browser’s cache or switch to a different one. The web browser keeps files in its cache and saves the pages you have previously visited, and sometimes the stored files can affect communication between the browser and QuickBooks Online.


I'd be happy to know more about this and get you back on track.
 


Hello Community users, we just thought we'd jump onto this thread and clarify the process for adding a bank account chart of account. If you go to accounting>chart of accounts>new>under account type select cash at bank and in hand(this is the correct one to use)>under detail type select either current or savings>add the name of the account>then you can select the currency>then you can add an opening balance for the account. Then save the changes. 

If you want to set up a petty cash account you can select account type cash at bank and in hand and then detail type cash on hand.

We hope this makes things more clear, any questions please just ask.

1 reply

A
Anonymous
June 30, 2019

Hello, fennelly.

 

There should be a New tab at the upper right corner in your chart of accounts. That is where you can add and create a new bank account. 
If you don’t have the New tab, try running QuickBooks on a private window or an incognito browser. If it works fine in this window, clear your browser’s cache or switch to a different one. There are times that the overloaded files saved in your browser can cause unusual behaviors in the program. 


Please visit us again if you have other questions or if you need anything else. 
 

F
fennellyAuthor
June 30, 2019

Hi

 

Thanks for your reply.

 

I do have a new icon. If I go to chart of accounts and look for bank there isnt one there. The nearest is cash at bank and in hand. So I cant connect my bank and I have come to a complete stop.

 

Cheers

 

Sean

A
Anonymous
June 30, 2019

Thanks for responding back to me, Sean.


I just want to clarify something about your concern. Is your bank account no longer showing in your chart of accounts? Or you’re unable to add a new bank account because you don’t have Bank as an account type option? 


While waiting for your response, you might want to run QuickBooks on a private window (In case you haven’t done it yet). Here’s how:

  • For Chrome, press Ctrl + Shift + N.
  • For Internet Explorer or Firefox, press Ctrl + Shift + P.
  • For Safari, hold down Command + Shift + N.

If it works fine on a private brewers, it would be best to clear your browser’s cache or switch to a different one. The web browser keeps files in its cache and saves the pages you have previously visited, and sometimes the stored files can affect communication between the browser and QuickBooks Online.


I'd be happy to know more about this and get you back on track.
 

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