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Guizhi7899
Level 1

Add bank account

Bank account
5 Comments 5
Archie_B
QuickBooks Team

Add bank account

Hello, Guizhi7899

 

It seems like you're attempting to manually add a bank account in QuickBooks Online. If that's what you're trying to accomplish, I can walk you through the steps.

 

Here's how:

 

  1. From the left navigation menu, click on Accounting.
  2. On the Chart of Accounts page, click on the New button.
  3. In the Account Type field, choose Bank.
  4. In the Detail Type field, pick the appropriate bank account type (For example; Checking, Savings).
  5. Enter a name for the bank account in the Name field. You can also add a description for this account
  6. Select the currency for the bank account in the Currency field.
  7. Enter the opening balance for the bank account in the Balance field. 
  8. Click on the Save and Close.

 

In addition, if you want to connect your account to online banking, follow the steps in this article: Connect bank and credit card accounts to QuickBooks Online.

 

I've included this resource to assist you in organizing and classifying bank transactions: Categorize online bank transactions in QuickBooks Online.

 

Let me know if need assistance with any banking concerns. I'll be here to help. 

deltasq
Level 1

Add bank account

I'm also having the same issue.

 

To my surprise look what I found in Novo's support page:

 

Does Novo integrate with QuickBooks?

No, currently, we do not integrate with QuickBooks. You can link your Novo account to QuickBooks by logging in to your QuickBooks account. 

 

https://novo.zendesk.com/hc/en-us/articles/360022600271-Does-Novo-integrate-with-QuickBooks-

price1687
Level 1

Add bank account

im having same issue. however when i click the "New" tab it is blank. also when i press the 3 line(hamburger)tab its also doing nothing. i also cannot add company name. it added my personal accounts last week. i deleted but they are still there. i cannot add my biz accounts at all. i have manually requested the add every day this week to no avail. the "assistant" only says its having difficulties and send me back to faq. i cannot find a 1800 number to speak to anyone. extremely dissapointing. if this isnt resolved by tuesday ill have no choice but to switch programs im using. your a tech company, do better. youll have monday to solve this.

AldritchM
QuickBooks Team

Add bank account

Hi, price1687.

 

I understand it can be challenging when encountering issues with connecting your bank. Let me share my insights.

 

Before proceeding to step three of connecting your bank with us, I recommend contacting your bank to inquire if they are associated with our services. You may refer to this article to guide you on the process: Find your bank or credit card account when you connect to online banking.

 

Once you have successfully connected your bank with us, I would like to share this article with you for future reference and assistance: Categorize online bank transactions in QuickBooks Online.

 

Please keep in mind that our forum page and this thread are both open for any additional questions or concerns. Take care always!

Billy-Novo
Level 1

Add bank account

Hi from Novo! This issue has been resolved, please let us know if you experience any further issues with your transactions syncing.

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