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gerlitzw69-gmail
Level 1

How do I add a second bank account, not online?

I am just setting up my quick books. It is not going to be connected to my bank. How do I set up a second bank account?
2 Comments 2
JamesM4
QuickBooks Team

How do I add a second bank account, not online?

Hi there, 

 

Glad to have you join the Community. It's vital you're able to sync your transactions in QuickBooks so you can take full advantage of the program. Rest assured, I'll be happy to share more info and help steer you in the right direction. 

 

The program makes it easy to connect your second bank account. Here's a helpful article that shows you how to: Connect bank and credit cards in QuickBooks. In case your bank isn't listed, you can request access through your bank by following the steps below: 

 

  1. Navigate to the Banking menu.
  2. Click on Link account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks."
  4. If you’re unable to find your bank, click on Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

You can also check out this article here with more info on how to manually import your transactions into QuickBooks. Give this a try and if you have questions, feel free to reach back to me in the comments below. I've got your back.

AdminAndrea
Level 5

How do I add a second bank account, not online?

If you want to add another bank account to your Chart of Accounts:

 

Click on the settings gear (right side, top)

Lists - All Lists - Chart of Accounts

 

- New

- select Account Type (BANK)

- Select Detail Type (pick one from the drop down menu)

- enter name/number etc. and then SAVE

 

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