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charles-finsoft-
Level 1

Hi, How do I add my bank accounts manually?

 
1 Comment 1
AlexV
QuickBooks Team

Hi, How do I add my bank accounts manually?

Good day, charles-finsoft-.

 

You'll need to set it up on your Chart of Accounts. Let me show you how:

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Click the New button. Select Bank as the Account Type, choose Detail Type, and enter a Name.
  3. Tap Save and close.

In addition, you can connect your bank account to automatically download the recent transactions. This is most helpful and time-saving when categorises bank transactions.

 

Post again here if you need anything else. Stay safe!