QuickBooks HelpQuickBooksHelpIntuit

Create a bank account with an opening balance [Video]

by Intuit2 Updated 1 year ago

Below is a short video on how to create a bank account with an opening balance.

To create a bank account with an opening balance:

1. Go to Accounting on the left menu, then click on New.
2. Select Cash at bank and in hand under Category Type.
3. Under Detail Type, select the type of bank account.
4. Enter the opening balance under the Balance field and enter the date of the balance under as of field.
5. Click on Save and Close.

If you need more help, get support from our Social channels by clicking on an icon: User-added image User-added image

QuickBooks Online App for AndroidQuickBooks Online App for iOSQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.