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Kristian_S
QuickBooks Team

Can I add a bank?

Christine
Solved
Best answer September 27, 2019

Best Answers
JenoP
Moderator

Can I add a bank?

Good day, kristian_spasevs.

 

Adding a bank in QuickBooks is definitely possible. Follow these steps if you're trying to it in your Chart of  Accounts:

 

  1. Click the Accounting menu and select Chart of Accounts.
  2. Click New in the upper-right hand corner.
  3. Select Cash and cash equivalents in the drop-down list for Account Type, then select the correct Detail Type.
  4. Enter all other details including the beginning balance and the name of the bank.
  5. Click Save and close.

 

You can also follow the steps in this guide if you're trying to connect QBO to your bank account: Connect bank and credit card accounts to QuickBooks Online.

 

I'll be around if you have other questions. 

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1 Comment 1
JenoP
Moderator

Can I add a bank?

Good day, kristian_spasevs.

 

Adding a bank in QuickBooks is definitely possible. Follow these steps if you're trying to it in your Chart of  Accounts:

 

  1. Click the Accounting menu and select Chart of Accounts.
  2. Click New in the upper-right hand corner.
  3. Select Cash and cash equivalents in the drop-down list for Account Type, then select the correct Detail Type.
  4. Enter all other details including the beginning balance and the name of the bank.
  5. Click Save and close.

 

You can also follow the steps in this guide if you're trying to connect QBO to your bank account: Connect bank and credit card accounts to QuickBooks Online.

 

I'll be around if you have other questions.