add my bank account to QuickBooks

You can connect your online bank or add an account to your chart of accounts in QuickBooks,  betty.

When you connect an account, QuickBooks automatically downloads and categorizes bank and credit card transactions for you. Here's how:

1. Go to the Transactions menu and choose Banking transactions.
2. Click Connect Account.
   
3. Search for your bank or use the correct URL when you log in to your bank's website.
4. Enter your bank's username and password.
5. Choose the type of account.
6. Select the period for which you want to download bank transactions. Note: Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
7. Click Connect.

If you wish to add your bank account without linking it, you can do so directly in the Chart of Accounts. Here’s how:

1. Go to the Transactions menu and select Chart of accounts.
2. Click New, and enter an Account name.
3. Choose an Account type, then select the Detail type from the dropdown.
4. Enter the necessary details .
5. Select Save once finished.
   

After adding the bank account to the Chart of Accounts, you can manually upload your bank transactions using a .CSV file into QuickBooks. This allows you to match and categorise the uploaded transactions to ensure they are placed in the correct accounts. For step-by-step instructions, refer to the following article: Manually Upload Transactions into QuickBooks Online.

If you have further questions or concerns about online banking in QuickBooks Online, feel free to share them below. I’m here to help.