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79blak-gmail-com
Level 1

Do we have to sign up for this new checking account in order to use Quickbooks?

I'm attempting to check my QB balance but the system is prompting me sign up for a Qb checking account. Do we have to sign up for this account in order to use the QB app?
3 Comments 3
DivinaMercy_N
Moderator

Do we have to sign up for this new checking account in order to use Quickbooks?

Hello there, @79blak-gmail-com. Making sure you'll be able to view your QuickBooks balance without delays is my priority. I'm here to provide information about the QuickBooks Checking account.

 

QuickBooks Checking is used to hold funds just like any other bank account. This is one of the add-on features of QuickBooks Online (QBO). You can use the program even without signing up for this account. To learn more about this, feel free to visit this article: Learn more about QuickBooks Checking.

 

Once ready, here's how you can check your balance:

 

  1. In your QBO account, go to the Banking menu.
  2. Then, select Banking tab.
  3. From there, check your in QuickBooks balance.
  4. You can also see the balance of the accounts in your Chart of Accounts by selecting the Go to bank register option.

 

You'll want to ensure that your QBO account and bank balance are matched by performing the reconciliation process regularly. Once finished, the program will automatically create a report for that session. You can use that data to serve as a reference in doing future reconciliation. 

 

I'd love to know updates about this. Also, if you have additional questions about managing your QBO account, feel free to post again here. I'm always around to help. Have a great day ahead. 

Schroth
Level 1

Do we have to sign up for this new checking account in order to use Quickbooks?

The solution worked for me thanks to the community and the members for the solution. CredibleBH

AileneA
QuickBooks Team

Do we have to sign up for this new checking account in order to use Quickbooks?

Hello, Schroth. 

 

I'm happy that my colleagues were able to help you with signing up for new checking account in QuickBooks. We in the Community are always here to assist you anytime if you need further help.  

 

You may refer to this article to further guide you in effectively managing your business using QBO: Help guide for QuickBooks Online. It contains topics about advanced accounting, banking, and how entries or data work in the system.  

 

Loop me in anytime here if you need another help or anything related to QuickBooks. Take care!

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