Need to setup quick books, my bank account ? Regards Lettysflowers

Hello Lettysflowers, welcome to the QuickBooks Community! We can certainly provide some help with setting up your bank account in QuickBooks.

The steps to connect an account are as follows

1. Go to Transactions.
2. Select the Bank transactions (Take me there) tab.
3. Select Connect account. If you’ve already connected an account, select Link account to add a new one.
4. Select your bank and select Let’s go.
5. Read through the terms and conditions, then select Agree.
6. Select Sign in and enter your online banking credentials. Then, follow the steps to connect to your bank. Your bank may require additional security checks and may take a few minutes to connect.
7. Select the account you want to share with QuickBooks, such as savings, current, or credit card.
   Note: Select an account type that matches your chart of accounts.

If you don’t see the correct account type, select Add new.

For new bank accounts:

1. From the Account Type ▼ dropdown, select Cash at bank and in hand.
2. From the Detail Type ▼ dropdown, select Savings.
3. Give the account a name and then select Save and Close

We have a help article for setting up the bank account in QuickBooks which has more detail and includes a video here

There is also a number of setting up guides and tutorials for new users of QuickBooks that you may find useful here. We have a free onboarding session in which you can book a callback from a specialist agent to go through any set up you need help with, that many people find is a good starting point for using QuickBooks.

Any questions you may have we'd be more than happy to answer them here also, we appreciate it can seem daunting at first. We can go through anything in more detail if you need.