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charlotte-recons
Level 1

How do I get a bank account to show on my dashboard that I am not connecting to a live bank feed? The account is for directors personal spends. Thanks

 
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Best answer September 23, 2022

Accepted Solutions
emmamiller6
Moderator

How do I get a bank account to show on my dashboard that I am not connecting to a live bank feed? The account is for directors personal spends. Thanks

Hello Community Users! Just wanted to pop in and add some clarification to this thread. If you would like to have a cash at bank and in hand chart of account showing in the banking dashboard but not have the bank connected as it is petty cash you can upload an Excel CSV of the petty cash transactions. To do this you would need to go to the transactions section>click on the downward arrow next to link account and select upload from file and follow the steps making sure to select the petty cash account as the one the transactions are for. The transactions will then show in that section to review and manage. If you do not wish to do this you can manage the petty cash from within the chart of account. You can add transactions and view existing transactions through the account history in that section. You can run reports on any chart of account by clicking on the downward arrow by account history and run report. As well as you can add transactions through expense/sales receipt etc by changing the bank to the petty cash one. Any questions let us know

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4 REPLIES 4
jamespaul
QuickBooks Team

How do I get a bank account to show on my dashboard that I am not connecting to a live bank feed? The account is for directors personal spends. Thanks

Hello, Charlotte Recons.

 

I can definitely guide you on how to get a bank account to show up on your Dashboard. 

 

The accounts (regardless if they have a live bank feed connection or not) will show up on your Dashboard as long as the type is either Cash at bank and in hand or Credit Card. Other account types won't show up however. 

 

Ensure the type for director's personal spends account is correct. If you need to edit it: 

 

  1. Go to the Chard of Accounts.
  2. Click the arrow icon beside Account history.
  3. Choose Edit
  4. Set the account type to either Cash at bank and in hand or Credit Card.
  5. Click Save and Close.

 

Bankdash2.PNG

 

The Detail Type for the bank account can be any of the selection in the menu. Here's an example: 

 

Bankdash1.PNG

 

Note: Changing the Account Type will affect the accounting and reporting. You might want to consult your accountant before doing this.

 

If you need to record transactions (or run reports for it) for the directors personal spends account, please check out our help content for guides: QuickBooks Online general topics page

 

Comment down below if you have other concerns regarding QuickBooks Online. Here to help again. 

charlotte-recons
Level 1

How do I get a bank account to show on my dashboard that I am not connecting to a live bank feed? The account is for directors personal spends. Thanks

Thank you

I actually meant the bank dashboard, rather than the summary dashboard. But upon further reading, it seems only ones with a direct feed can be seen there. 

How would you suggest running petty cash, for example? 

Ashleigh1
QuickBooks Team

How do I get a bank account to show on my dashboard that I am not connecting to a live bank feed? The account is for directors personal spends. Thanks

Hello Charlotte-recons 

 

Thanks for coming back to us, could you send us a screenshot of your petty cash account so in the chart of accounts> click on edit on the petty cash account and send us a screenshot of the pop up box please. 

emmamiller6
Moderator

How do I get a bank account to show on my dashboard that I am not connecting to a live bank feed? The account is for directors personal spends. Thanks

Hello Community Users! Just wanted to pop in and add some clarification to this thread. If you would like to have a cash at bank and in hand chart of account showing in the banking dashboard but not have the bank connected as it is petty cash you can upload an Excel CSV of the petty cash transactions. To do this you would need to go to the transactions section>click on the downward arrow next to link account and select upload from file and follow the steps making sure to select the petty cash account as the one the transactions are for. The transactions will then show in that section to review and manage. If you do not wish to do this you can manage the petty cash from within the chart of account. You can add transactions and view existing transactions through the account history in that section. You can run reports on any chart of account by clicking on the downward arrow by account history and run report. As well as you can add transactions through expense/sales receipt etc by changing the bank to the petty cash one. Any questions let us know

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