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sasac1
Level 1

My bank is not listed. Can I add it using the routing number?

 
1 Comment
Rasa-LilaM
QuickBooks Team

My bank is not listed. Can I add it using the routing number?

Let me welcome you first to the Online Community, sasac1.


To add a bank in the chart of accounts, you’ll only need to enter its name, Account/Detail Types, etc. The routing number is added when the account is already linked to the online banking feature.


Here’s how to set up one:

 

  1. Go to the Accounting menu on the left panel and select Chart of Accounts to open the All Lists page.
  2. From there, tap the New button to view the Account screen.
  3. Choose Bank as the Account Type and then hit the Detail Type drop-down to select the appropriate category.
  4. Enter a term in the Name field to easily identify the account and fill in the remaining field boxes.
  5. Click Save and Close.


However, if you’re trying to add the bank as one of the supported financial institutions, simply input its web address and then hit the Request button. In the meantime, the WebConnect feature can help download transactions from your account and then manually import them into QuickBooks Online.


For some tips on how to manage online banking data, check out the following article:QuickBooks Online’s Bank Feeds: Connections.


If there’s anything else I can help you find in the product, post a comment below. I’m more than happy to assist further. Have a great rest of the day.

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