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danielle-wallace
Level 1

How do I manually add a bank account. My bank account doesn't have online access.

 
1 Comment 1
AddieC
QuickBooks Team

How do I manually add a bank account. My bank account doesn't have online access.

Hi danielle-wallace, 

 

It's awesome to hear you're exploring the bank feed tool in your QuickBooks Online account. QBO can connect to most major financial institutions in Canada, however there are a few exceptions. If your bank is one that hasn't secured a connection to QuickBooks, don't worry. You can still take advantage of bank feed by manually importing your transactions from your online banking website. 

 

The first step will be to add your account to the Chart of Accounts. Here's how to do that: 

 

1. Click Accounting on the left navigation menu.

2. Select Chart of Accounts. 

3. Click New

4. Select Bank as the Account Type

5. Select the Detail Type

6. Name your account and fill out any other necessary fields. 

7. Click Save and Close. 

 

Next, you can follow these steps to manually upload your transactions: Manually upload transactions into QuickBooks Online.

 

That's all there is to it. If you'd like to double-check that your financial institution doesn't connect to QBO, or see how to request connection to your bank, check out this article: Find your bank account when you connect to online banking.

 

I hope this helps get you back on track. 

Have a great day!

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