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How Do I add my debit card information that I use to pay a vendor for a refund they issued to that debit card in QBO? The bank info is asking to add a new bank account.

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Great day to you, service, Let me get the help you need...

Great day to you, service,

Let me get the help you need to ensure that you’d be able to add a bank account.

There are two ways to connect your bank account in QuickBooks Online. You can either go through the Accounting tab or via the Banking tab.

To create a new account through the Accounting tab. Here’s what you’ll need to do:

  1. Click Accounting in the left navigation panel then click Chart of accounts.
  2. Click New at the top.
  3. In the Account Type drop-down, select Bank.
  4. In the Detail Type drop-down, select the type of account you want to create.
  5. In the Name field, enter a name for the account.
  6. (Optional) In the Description field, enter a brief description of the account.
  7. (Optional) In the Balance field (not available for all account types), enter an opening balance for the account. Then in the as of field, enter the date of the balance.
  8. Select Save and Close.

Once done, make sure that once you’ve created refund, you select the correct bank account.

However, if you’d want to sync bank account into your QuickBooks Online account so your transactions are downloaded automatically, here’s a great resource with guidelines: Connect bank accounts and manage imported transactions.

Please don’t hesitate to reach back out if there’s anything else I can do for you in adding a bank account, I’m always here to help. Have a wonderful day!

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