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usertom2
Level 1

I want to add bank account without connecting to bank

 
3 Comments
Rea_M
QuickBooks Team

I want to add bank account without connecting to bank

Hello there, @usertom2.

 

You're able to add a bank account even without connecting it to the online banking feature in QuickBooks Online (QBO). It's possible through the Chart of Accounts page and when you record your transactions.

 

If you choose to do it through the Chart of Accounts page, kindly refer to the following steps:

  1. Go to the Accounting menu.
  2. Select Chart of Accounts.
  3. Click the New button.
  4. Fill in all the necessary details (i.e. Account Type, Detail Type, and Name) of your account.
  5. Select Save and Close.

 

I've attached screenshots below for your reference.

 

If you want to add your bank account while recording transactions, you can refer to this article's Add accounts when recording transactions section for the detailed steps: Add an account to your chart of accounts in QuickBooks Online.

 

Also, you can create subaccounts to keep your Chart of Accounts organized. This way, you're able to breakdown your income, expenses, and get a more detailed report. For the step-by-step guide, you can check out this article: Create subaccounts in your chart of accounts in QuickBooks Online. It also includes instructions about changing an existing one into a subaccount.

 

Additionally, I'd recommend pulling up the Account List report. This way, you're able to view the complete list of your accounts in your Chart of Accounts and their balances. Just go to the For my accountant section from the Reports menu's Standard tab.

 

Please know that you're always welcome to comment below if you have other concerns or follow up inquiries about managing bank accounts and monitoring transactions in QBO. I'm just around to help. Take care.

chicosierra
Level 1

I want to add bank account without connecting to bank

Which quickbooks version are you using.  I have quickbooks, self employed??

Jen_D
Moderator

I want to add bank account without connecting to bank

It's good to see you here, @chicosierra,

 

The previous post talks about the bank feeds for QuickBooks Online users.

 

In your case, if you don't want to connect your account to online banking in QuickBooks Self-Employed, just import bank transactions using a spreadsheet. The process is simple and easy, refer to the steps below:

 

  1. Click the Gear icon and choose Imports.
  2. For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Press Continue then Done.

 

I'm adding a few related articles below to guide you further with the process:

 

 

Come back to our forum for other questions or clarifications with banking or the import process. I'm always here to help. Have a nice day!

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