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lynnettewerning-
Level 1

I want to manually add a bank account but I do not want to link it. I only have a paper statement - no online account (long story). Is there a way to add this account?

 
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Best answer November 15, 2020

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Angelyn_T
QuickBooks Team

I want to manually add a bank account but I do not want to link it. I only have a paper statement - no online account (long story). Is there a way to add this account?

Thank you for reaching out to us here on the Community page, @lynnettewerning-.

 

Yes, you can add your account from the Chart of Accounts window. I'm here to show you how.

 

  1. Open your QuickBooks Online account, then go to the Accounting tab at the left pane.
  2. Select Chart of Accounts, and click on the New button.
  3. Fill in the account's information (account type, detail type, name, and others), then hit Save and Close.

When manually recording your income and expenses, you can use this account to track the amounts.

 

You can also use this article for an additional guide about organizing your accounts and transactions: Understand the chart of accounts in QuickBooks.

 

By the time you reconcile your account to match the transactions entered into QuickBooks Online against your bank or credit card statements, you can as well check out the instructions from this link as your references.

 

Please let me know if you need further assistance with this. I've got your back and am always happy to help. Thanks for reaching out, keep safe always!

View solution in original post

2 Comments 2
Angelyn_T
QuickBooks Team

I want to manually add a bank account but I do not want to link it. I only have a paper statement - no online account (long story). Is there a way to add this account?

Thank you for reaching out to us here on the Community page, @lynnettewerning-.

 

Yes, you can add your account from the Chart of Accounts window. I'm here to show you how.

 

  1. Open your QuickBooks Online account, then go to the Accounting tab at the left pane.
  2. Select Chart of Accounts, and click on the New button.
  3. Fill in the account's information (account type, detail type, name, and others), then hit Save and Close.

When manually recording your income and expenses, you can use this account to track the amounts.

 

You can also use this article for an additional guide about organizing your accounts and transactions: Understand the chart of accounts in QuickBooks.

 

By the time you reconcile your account to match the transactions entered into QuickBooks Online against your bank or credit card statements, you can as well check out the instructions from this link as your references.

 

Please let me know if you need further assistance with this. I've got your back and am always happy to help. Thanks for reaching out, keep safe always!

View solution in original post

lynnettewerning-
Level 1

I want to manually add a bank account but I do not want to link it. I only have a paper statement - no online account (long story). Is there a way to add this account?

Hooray!  Thank you.  It's ridiculous how hard I tried to solve that problem myself.

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