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anode
Level 1

Bank account adding into dashboard

add bank account
1 Comment 1
jamespaul
Moderator

Bank account adding into dashboard

Hello, anode. 

 

I'll definitely guide you on how to show a bank account in the Dashboard page. 

 

The bank accounts that appear on your Dashboard are connected to the Chart of Accounts page. 

 

You'll want to simply add another bank account in the Chart of Accounts to show it on the Dashboard. Here's how: 

 

  1. Go to the Accounting menu, then click the Chart of Accounts tab. 
  2. Click the New button.
  3. Set the Account Type to Bank, then select the appropriate Detail Type
  4. Enter a name for the bank account.
  5. If needed, enter an opening balance and the as of date on the Balance section.
  6. Once done, click Save and Close

 

Go to the Dashboard page, and check the newly added bank account under the Bank accounts section. 

 

Interested in connecting your bank account to easily categorise and match your transaction records in QuickBooks?

 

This article will help you how to connect it, and guide you in managing your transactions: Connect bank and credit card accounts to QuickBooks Online.

 

Would you like assistance in managing your Chart of Accounts or do you need help with your transactions? Please let me know the details and I'd be more than happy to help you out again.