How to add a bank account to the bank transactions section? (a/c is set up in COA but can't use import csv function as it's not on bank transactions section)

Hello there, jeanigrant.

To add your bank account in the Bank transactions section, you'll need to manually upload your bank data successfully and . I can show you how to do this.

1. Go to the Transactions menu.
2. Click the Bank transactions and select Upload from file.
3. Select the Drag and drop or select files option.
   
4. Click Continue.
   
5. Complete the mapping by following the on-screen instructions.
6. After completing the process, you will see the account in the Bank transactions.
   

 Additionally, you can  use these articles for more details:

• Categorise and match bank transactions.
• Set up bank rules to categorise online banking transactions.

Please let me know if you have more concerns about QuickBooks. I'll be around to help.