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jjnzonghi-aol-co
Level 1

How do I add a new bank account?

 
2 Comments 2
MariaSoledadG
QuickBooks Team

How do I add a new bank account?

You can go to chart of accounts to add a new bank account, jjnzonghi. Let me guide you through the steps, 

 

But before we proceed, please know that when you create your company file, QuickBooks automatically customizes your chart of accounts based on your business entity. If you need to track more accounts, here's what you're going to do.

 

  1. Go to the Gear icon and select Chart of accounts.
  2. Select New.
  3. Enter an Account name.
  4. Select an Account type, and then choose the Detail type from the dropdowns.
    Find out more about account and detail types.
  5. If this account is a subaccount, check Make this a subaccount, then choose the Parent account it should be under.
    Find out more about parent accounts and subaccounts.
  6. If you choose a Bank, Asset, Credit card, Liabilities, or Equity account, enter Opening Balance, and fill out the starting date in the As of field.
  7. (Optional) Add a Description to add extra information about this account.
  8. Click Save.

 

To give you more detailed process when creating a bank account, read this for your guidance: Add an Account to your Chart of Accounts in QuickBooks Online.

 

On the other hand, if what you want is to connect new bank account for the transactions to automatically download and categorize in QuickBooks, check out this article for for your reference: Connect Bank and Credit Card Accounts to QuickBooks Online.

 

After adding a new bank account, you can also check out some these article that will help you manage your bank transactions.

 

 

 @jjnzonghi, please let me know if you need further assistance with adding a bank inside QuickBooks. You can always post here again if you have any additional QuickBooks-related concerns. I'll be here, ready to help you out again. Have a nice day!

MariaSoledadG
QuickBooks Team

How do I add a new bank account?

You can go to chart of accounts to add a new bank account, jjnzonghi. Let me guide you through the steps, 

 

But before we proceed, please know that when you create your company file, QuickBooks automatically customizes your chart of accounts based on your business entity. If you need to track more accounts, here's what you're going to do.

 

  1. Go to the Gear icon and select Chart of accounts.
  2. Select New.
  3. Enter an Account name.
  4. Select an Account type, and then choose the Detail type from the dropdowns.
    Find out more about account and detail types.
  5. If this account is a subaccount, check Make this a subaccount, then choose the Parent account it should be under.
    Find out more about parent accounts and subaccounts.
  6. If you choose a Bank, Asset, Credit card, Liabilities, or Equity account, enter Opening Balance, and fill out the starting date in the As of field.
  7. (Optional) Add a Description to add extra information about this account.
  8. Click Save.

To give you more detailed process when creating a bank account, read this for your guidance: Add an Account to your Chart of Accounts in QuickBooks Online.

 

On the other hand, if what you want is to connect new bank account for the transactions to automatically download and categorize in QuickBooks, check out this article for for your reference: Connect Bank and Credit Card Accounts to QuickBooks Online.

 

After adding a new bank account, you can also check out some these article that will help you manage your bank transactions.

 

 

 @jjnzonghi, please let me know if you need further assistance with adding a bank inside QuickBooks. You can always post here again if you have any additional QuickBooks-related concerns. I'll be here, ready to help you out again. Have a nice day!

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