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cbrits-fournews-
Level 1

How go I get a bank account to show on the bank register?

 
1 Comment 1
Bryan_M
QuickBooks Team

How go I get a bank account to show on the bank register?

Hi there, @cbrits-fournews-.

 

We'd like to know if you're trying to add a bank account to show in your Chart or accounts or add a transaction to a bank account to show in the account register. Yet, to ensure we'll achieve your goal, I'll guide you to the steps to both scenarios.

 

If you're trying to add a bank account to your Chart of accounts, you can follow these steps: 

 

  1. Go to Transactions.
  2. Select Chart of accounts.
  3. On the upper left corner, click the New icon.
  4. Choose the Account Type, Detail Type, Name, and all necessary info.
  5. Once done, tap Save and Close.

 

However, if you want to add a transaction to a bank account and show it inside its register. Here's how: 

 

  1. From the Transactions tab, select Chart of accounts.
  2. Find the account you want to review. If you're new to QuickBooks, select See your Chart of Accounts first.
  3. Select Account history from the Actions column.
  4. At the very top of the list, select the Add journal entry, Add deposit, or Add cheque ▼ dropdown. Tip: The menu can be hard to see - it's just above the most recent transaction. You can also press Ctrl AltN.
  5. Select the type of transaction you want to add.
  6. Fill out the fields to complete the transaction.
  7. When you're done, select Save.

 

Feel free to read this article for more info: Manually add transactions to accounts in QuickBooks Online.

 

If you want to automatically download your transactions from your real-life bank account to QuickBooks Online (QBO), you can read this article: Connect bank and credit card accounts to QuickBooks Online.

 

Please come back if you have additional banking-related concerns by clicking the reply button below. I'll be willing to help you. Have a good one.