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October 7, 2020
Question

Could anyone be able to help me out with adding my personal checking account along with my business account to quick books?

  • October 7, 2020
  • 1 reply
  • 0 views
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1 reply

Rubielyn_J
Level 8
October 7, 2020

Let me provide some information in adding accounts in QuickBooks Online, @kingmejeremy-gma.

 

When adding accounts to QuickBooks Online, we can go through the Chart of Accounts so you can add your personal and business accounts to QuickBooks.

 

Here's how: 

  1. Go to the Gear icon and choose Chart of Accounts.
  2. Click New in the top right corner. 
  3. Choose on the Account Type drop-down to select the account type.
  4. Select the Detail Type to specify the type of account that you want to add.
  5. Enter the name of the account in the Name field.
  6. You have the option of including information in the Description field and an amount in the Balance field. 
  7. Click Save and Close.

I've also added these articles that contain further information on this:

Fill me in if you have other concerns in QuickBooks Online. I'm more than willing to help. Have a pleasant day.