How can i add a second checking account to my quickbooks?

laurenllc2019 · ‎March 12, 2020

RenjolynC · ‎March 12, 2020

Good day, laurenllc2019.

You can follow these steps on how you can add the second account:

Go to Accounting > Chart of Accounts.
Click the New button.
In the Account window, select Bank from the Account Type and choose Checking from the Detail Type.
Enter the Name, Description, and Balance.
Hit the Save and Close button.

For reference, here's an article: Add an account to your chart of accounts in QuickBooks Online.

If you want to connect this account for online banking, then you can open this article for the instructions: Connect bank and credit card accounts to QuickBooks Online.

;

I'm also adding these articles if you are adding the account as sub-account:

I'm just a post away if you need anything else. Take care!

View solution in original post

RenjolynC · ‎March 12, 2020

Good day, laurenllc2019.

You can follow these steps on how you can add the second account:

Go to Accounting > Chart of Accounts.
Click the New button.
In the Account window, select Bank from the Account Type and choose Checking from the Detail Type.
Enter the Name, Description, and Balance.
Hit the Save and Close button.

For reference, here's an article: Add an account to your chart of accounts in QuickBooks Online.

If you want to connect this account for online banking, then you can open this article for the instructions: Connect bank and credit card accounts to QuickBooks Online.

;

I'm also adding these articles if you are adding the account as sub-account:

I'm just a post away if you need anything else. Take care!

laurenllc2019 · ‎March 14, 2020

Thank you for your quick response to my question. I appreciate the help :)

Dorothy Z · ‎April 27, 2021

Hello Quickbook team,

I want to add bank account but if I go to Account Type I only have to accounts current asset and cash and cash equivalent I dont have bank same under detail type I dont see checking. Kindly helpThanks.

jamespaul · ‎April 27, 2021

Hello, Dorothy.

I'll share some details about the Account and Detail Type names in QuickBooks Online.

The Account and Detail Types vary from country to country in QuickBooks Online. It looks like you have a non-US version, which is why you're seeing different choices for the types.

You can select Cash and cash equivalents and set the Detail Type to Bank. Next, you'll want to enter a name such as "Checking account." Click Save and Close afterwards.

Ready to connect your checking account to QuickBooks Online? Check these articles if you need a guide:

Need help managing your accounts in QuickBooks? Let me know and I'll assist you. If you have other concerns, don't hesitate to ask. I'm with you in every step.

FreeReelin · ‎July 19, 2021

I want to add a 2nd checking account to my quickbooks online, but I want to keep the income and expense totally separate on the two accounts. Can I still do this with one version of quickbooks or do I need to purchase another copy?

ReymondO · ‎July 19, 2021

Hey there, @FreeReelin.

Are you trying to separate the income and expense transactions for both accounts in your Profit and Loss report?

If this is what you're trying to do, then you can simply filter the distribution account of your report to view your transactions separately. Let me show how:

Go to Reports and open the Profit and Loss report.
Click Customize, then go to the Filter section.
Choose the bank account in the Distribution Account drop-down list.
Click Run report.

Using these steps will help you review your income and expenses easily. In case you need to compare them, you can simply print these reports. All you have to do is to click the Print icon beside the Export icon.

Additionally, here are some articles that will help you in managing your reports in QuickBooks Online (QBO):

If you're referring to something else, just add your details and I'll be there to further assist you. Have a great day ahead.

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How can i add a second checking account to my quickbooks?