HOW DO YOU ADD A NEW BANK ACCOUNT

Adding a bank account is my specialty, mrhandy31. I'll gladly you show the way.

When you connect an account, QuickBooks automatically downloads and categorizes bank and credit card transactions for you. Here's how:

1. Go to the Banking or Transactions menu and choose Banking.
2. Click Add Account.
3. Search for your bank or use the correct URL when you log in to your bank's website.
4. Enter your bank's username and password.
5. Choose the type of account.
6. Choose how far back you want to download bank transactions.
7. Click Connect.

In case you've already added the account to your Chart of Accounts, I'd suggest following these steps to connect it.

1. Go to the Accounting menu and then select Chart of Accounts.
2. Find the account you want to connect to.
3. Select the View register drop-down menu under the Action column.
4. Click Connect bank.
5. Follow the onscreen instructions.

For your visual reference, I've attached a screenshot below.

 Also, if you can’t find your bank but still want to add your bank transactions to QuickBooks Online, you can manually upload them.

For more details, please see this article: Connect Bank and Credit Card Accounts to QuickBooks Online.

Once done adding your new account, I'd suggest checking out these articles that'll help you manage your bank transactions.

• Categorize and Match Online Bank Transactions
• Set up Bank Rules to Categorize Transactions
• Reconcile an Account in QuickBooks Online

Please keep me posted on your progress in adding your bank account. It's my priority to ensure your account is successfully connected.

Hi mrhandy31,

Hope you’re doing great. I wanted to see how everything about adding your new bank account in QuickBooks Online. Do you have any clarifications? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

I'm adding the bank to quickbooks enterprise desktop, not online and I do not want to connect to the bank or upload transactions but just add the bank if possible.

I'm delighted to have you here today, @Carolexx.

I can see the urgency of this matter, and I want to ensure I can provide you with the appropriate resolution to your concern. To add a bank inside QuickBooks Desktop (QBDT), you'll want to go to your Chart of Accounts. I'll gladly write down the steps and provide a screenshot to get you going:

1. Access your QuickBooks Desktop company.
2. Go to the Accountant menu, and then select Chart of Accounts.
3. Below, click the Account and then choose New.
4. Tick the Radio button beside Bank, and then click Continue.
5. Enter all the necessary information.
6. Once done, click Save & Close.

For visual reference, see the screenshot that I've attach.

Moreover, here's an article to help you manage accounts inside your COA: Add, edit, or delete accounts in QuickBooks Desktop.

@Carolexx, please let me know if you need further assistance with adding a bank inside QuickBooks. You can also post here again if you have any additional QuickBooks-related concerns. I'll be here, ready to help you out again. Take care! 

I need to add an additional account to quickbooks for the same organization but it is with a new bank and once set up I need to order checks with this new account information. 

Hi EllenDR,

Thank you for reaching out to us. I'll help you with you concern. However, can you please clarify if you meant adding a new bank account or a new QuickBooks subscription/QBO company? Thanks in advance.

I look under both bank transactions as well as transactions tab and am not able to locate add bank

Hi!  When I first started with QuickBooks, there wasn't the variety of banks available, so I just typed mine in there and the computer eventually found it.  Also, you may be using a bank that is a subsidiary to another bank with a slightly different name so I would get out my bank account (or boot it up) to copy the exact name of the bank.  Hope that helps.

Hi there, lgray1011. Thank you for getting in touch with the Community.

The previous representatives provided troubleshooting instructions for QuickBooks Online (QBO) and QuickBooks Desktop. If you are using QBO and have tried the initial solution, I recommend using incognito or private browsing mode to resolve browser-related problems in QBO.

You may use these shortcuts to enter private browsing mode:

• Safari: Command + Option + P
• Google Chrome: Ctrl + Shift + N
• Firefox or Internet Explorer: Ctrl + Shift + P

In addition to this, you may consider clearing Intuit-specific cookies by simply clearing your browser cache. This action can help reset website settings that could be the cause of problems while using QuickBooks.

In the meantime, you may check out this article for a comprehensive walkthrough including a video guide on linking your bank and credit card accounts to QuickBooks Online: Connect bank and credit card accounts to QuickBooks Online.

Furthermore, you can refer to these articles to gain more insights and information on how to record customer payments for online invoices in QuickBooks Online:

• Record invoice payments in QuickBooks Online
• Record and make bank deposits in QuickBooks Online

If you encounter any challenges about other concerns in QuickBooks Online, please feel free to share them with me. I'm more than willing to assist you further. I look forward to your response and wish you a productive day!