How do I add a bank account to QB?

Hi, @pwetzel.

We can add or connect your bank account to QuickBooks Online (QBO) by navigating to the Bank transactions page. This way, your transactions will automatically flow into QuickBooks.

1. Go to All apps, then Accounting, then Bank transactions.
2. Click the Link accounts button.
3. Enter your bank name in the search box, then select it.
4. Input your bank credentials to sign in.
5. Follow the on-screen instructions to complete the connection.

Once everything's connected, your transactions will appear in QuickBooks. You can then begin reviewing, categorizing, and adding them to keep your books organized.

On another note, if you intended to add your bank account to the Chart of accounts instead, here’s how you can do that:

1. Navigate to the Gear icon, then Chart of accounts.
2. Click the New account button.
3. Enter an Account name.
4. Select an Account type, e.g., Bank, and Detail type in the dropdown.
5. Complete other details, then Save.

To enhance your experience with QuickBooks, our QuickBooks Live Expert Assisted team is available to help you manage your bank transactions.

If you have further questions, please don't hesitate to reply below. I'm here to help.

Hi there, pwetzel. 

Just checking in to see if the solution we shared worked for you.

Please let us know if everything is now working smoothly or if you're still experiencing any challenges.

We’ll be glad to assist further if needed.