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KG9
Level 1

enter accounts

I clicked too fast when I was opening a new company and did not enter my bank accounts. Where can I enter them after the advanced set up is gone?

 

1 Comment
QuickBooks Team

Re: enter accounts

Let me be your guide for today, KG9.

 

You can go straight to your Chart of Accounts to set up or enter your bank account details. Here's how:

 

  1. Go to the List menu and click Chart of Accounts.
  2. Press CTRL + N on your keyboard. You can also right click and select New. 
  3. Select Bank and click Continue
  4. Enter all other details.
  5. Click Save and Close.

If you want to set up the account for Bank Feeds, follow the steps from this article: Set Up Account For Bank Feeds

 

Feel free to ask questions in the Community if you need more help. Thanks for dropping by. 

 

add bank.PNG add bank 2.PNG add bank 3.PNG

 

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