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bchiappa-rockypa
Level 1

How do I add a new bank account from a bank where I already have accounts listed?

 
4 Comments 4
SarahannC
Moderator

How do I add a new bank account from a bank where I already have accounts listed?

I'll make sure you're able to add a new bank account where there are already accounts listed, bchiappa.

 

Just to make sure we're on the same page, are you referring to the Chart of Accounts page? You can follow these steps to accomplish the process.

 

  1. Go to the Transactions menu and select Chart of Accounts.
  2. Click the New button in the upper-right corner.
  3. Enter the account name, type, and description.
  4. Hit the Save or Save and close button.

 

If you need help with a different section in QuickBooks, please add a new post below with clarification. This will help me provide specific steps to meet your needs.

 

Additionally, here are some articles where you can get more tips and details about managing accounts in QBO:

 

 

Visit again if you have more concerns about adding new accounts and any information in QBO. I'll make sure to respond and provide further help. 

bchiappa-rockypa
Level 1

How do I add a new bank account from a bank where I already have accounts listed?

Actually, I need to add that too.. but I meant to the "bank transactions"

bchiappa-rockypa
Level 1

How do I add a new bank account from a bank where I already have accounts listed?

Actually, I'll need to do that too - but I meant under "bank transactions"

IrishNinoJ
QuickBooks Team

How do I add a new bank account from a bank where I already have accounts listed?

Thanks for the clarification, bchiappa. Let me guide you on how to add new bank account.

 

You can link a new bank account so QuickBooks Online (QBO) can download and categorize your transactions. When you're ready, here's how:

 

  1. Go to Transactions, then select Bank transactions.
  2. Click Link Account.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Enter your Sign info in the Login and Password fields, then select Continue
  5. Choose the account that you want to connect and date to pull transactions from the dropdown.
  6. Select your account type on the Account type dropdown.
  7. If you don’t see the correct account type, select +Add new.
  8. Hit Connect.

 

Just a heads up, for subaccount setup, it’s crucial to understand the method your bank uses to send data prior to establishing an online banking connection. If the entries are sync to a single account, only the main account should be connected. However, if the transactions are downloaded to separate accounts, you'll have to connect the subaccounts instead.

 

Note that it’s not possible to link both of them simultaneously. Attempting to do so will result in a warning stating that the account is already connected.

 

You can check out this article for more details: Connect the accounts to Online Banking.

 

Once transactions are in, it's time to match and categorize them. They will go into your accounts after you review them:

 

 

I'll keep an eye out for your reply. If you have further questions about adding new accounts or any QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.

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