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Level 1

How can I set up a check register without Quickbooks having access to my online banking?

 
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Level 11

How can I set up a check register without Quickbooks having access to my online banking?

@finepoint 

 

In QuickBooks Online (on any versions), you can use the Bank Register (aka Cash Register) to manually enter transactions. There is no need to connect the bank account and update the register.

 

From the left Dashboard > Accounting > Chart of Accounts 

  • Click New if you need to add a new bank account
  • Select Account Type = Bank
  • Detail Type = Checking or Savings
  • Name = Name of the Bank w/last four account number (example: Chase Checking #1234)
  • Description = same as name
  • Save

Once you have a bank account set up in the Chart of Accounts > Click View Register and click ADD type (below Date column) to enter a transaction.

bankregister.png

 

In case you're not seeing the Running Balance, select small middle gear (next to print icon and excel download icon) and select Running Balance. That's how easy it is.

 

If you need step-by-step instructions, check out this video tutorial on YouTube.

 

 

 

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QuickBooks Team

How can I set up a check register without Quickbooks having access to my online banking?

Good day, finepoint.

 

You can set up your checking account in the Chart of Accounts page by following these steps:

 

  1. Go to Accounting > Chart of Accounts.
  2. Click the New button.
  3. In the Account window, select the Account and Detail Type.
  4. Enter the Name, Number, Description, and Balance.
  5. Hit the Save and Close button.

 

Please see this sample screenshot for a visual guide:

 

 

 

 

 

In the future, if you decide to connect this account for online banking, here's an article with a video tutorial: How to Connect Bank & Credit Cards.

 

I'm also adding these articles that you can bookmark:

 

 

Let me know if there's anything else you need. I'll get back to you as soon as I can. Thanks.

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