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userdscarpentry-ltd
Level 1

How do I add banck details?

 
1 REPLY 1
IamjuViel
QuickBooks Team

How do I add banck details?

You've come to the right place, @userdscarpentry-ltd.

 

There are two ways to add your bank details. You can connect your bank with QuickBooks so that it will automatically download your bank transactions. Let me guide you how.

  1. Go to the Banking or Transactions menu.
  2. Choose the Banking tab.
  3. From the Bank and Credit Cards page, click the Connect an Account button or Link Account.
  4. Search for the name of your bank or its URL from the Connect an account page.
  5. Enter your online banking login credentials.
  6. Read through the terms and conditions, then select Agree.
  7. Follow the steps on your bank's internet banking page to authorise QuickBooks to connect to your bank account.
  8. Choose the bank accounts you want to connect.
  9. Click the Continue button.

Once completed, QuickBooks will automatically download your transactions. You can review each transaction and assign categories on them. 

 

On the other hand, you can manually add your bank details in QuickBooks. Here's how:

  1. Go to the Gear icon and select Chart of accounts.  
  2. Click the New button.  
  3. A pop-up Account window opens. 
  4. For the Detail Type drop-down menu, select Bank
  5. Assign a name and all other information. 
  6. Specify whether this is a sub-account of another account. 
  7. Provide the Opening Balance of the account. 
  8. Click Save and close

I'm adding these resources regarding managing bank transactions, and fixing reconciliation issues in QuickBooks Online in case you need them in the future: 

Feel free to leave a comment below if you are referring to something else. I am always here to help.

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