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ReverseEMF
Level 1

How to add bank not recognized by Quickbooks?

I'm into my first days of trying to set up my newly purchased QuickBooks Desktop.  And, was shocked when I tried to add our bank, in the Bank Feeds thingy: Add Account...

If your bank isn't listed in the "Enter your bank's name" dropdown, apparently yer out of luck!?

 

I don't see any way to manually enter a bank, or any other options.

1 Comment 1
AileneA
QuickBooks Team

How to add bank not recognized by Quickbooks?

First and foremost, let me welcome you to the QuickBooks family, ReverseEMF.  

 

I'm here to ensure you'll be able to add your bank account in QuickBooks Desktop. Though, there are a few possible reason why you can’t connect to the bank in QuickBooks:  

 

  • Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. You can search by the banking login URL to ensure you are using the correct listing.
  • Your bank does not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • Your bank is not a participating financial institution. 

 

Alternatively, we can create a bank account through your Chart of Account: Here's how to do it: 

 

  1. Tap Lists at the top menu bar, and select Chart of Accounts.
  2. Right click anywhere, and select New.
  3. Choose Bank, and click Continue.
  4. Enter the correct bank's name in the Account Name field.
  5. Click Save and Close.

 

You can also use these articles for reference:   

 

 

You might also want to visit our page for tips and articles of your future tasks: Banking and bank feeds

 

In case you have more questions, you're always welcome to post here anytime. Take care and stay healthy as always!

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