cancel
Showing results for 
Search instead for 
Did you mean: 
sevensalon
Level 1

How can I add a bank account manually? My bank will not connect with QBO?

 
1 Comment
JamesDuanT
Moderator

How can I add a bank account manually? My bank will not connect with QBO?

Let's take this one step at a time, sevensalon.

 

To add a bank account in QuickBooks Online, we can go to your Chart of Accounts and create one.

  1. Click Accounting on the left menu and go to the Chart of Accounts tab.
  2. Select the New button and enter the necessary details:
       • Account Type
       • Detail Type
       • Name
       • Account Balance
  3. Click Save and Close.

After we set up the bank account, we can already import your bank transactions manually. Here's the process that we'll follow:

  1. Download the WebConnect file (.CSV) from your bank's website.
  2. Review the downloaded file. You can change its format if necessary.
  3. Upload it in QuickBooks Online.

You can use this article to see the detailed instructions: Manually upload transactions into QuickBooks Online.

 

Once you have imported the bank transactions, you can start categorizing them to the correct accounts. Then, reconcile the account later on.

 

Meanwhile, may I know what is the reason your bank cannot connect to QBO? If they are not yet supported, you can send a request so we can coordinate with your bank. You can use this link for more information: Find your bank when you connect to online banking.

 

Otherwise, we'd appreciate additional about the prompt or error message. We'll be right here if you need anything. Have a great day!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us