How do I add a bank account that is not supported?

lhj · ‎September 26, 2019

How do I add a bank account that is not supported? So that I can upload an cvs file to update it? I already did this for 2 accounts, but now that I want to add a third I can't find where the option to add a non-supported bank account is.

MarshallA · ‎September 26, 2019

Hello,

Just go to your Chart of Accounts and select New/Type=Bank

This will allow you to create the account in the Chart of Accounts and use it like you normally would, it just won't be connected to downloads.

View solution in original post

MarshallA · ‎September 26, 2019

Hello,

Just go to your Chart of Accounts and select New/Type=Bank

This will allow you to create the account in the Chart of Accounts and use it like you normally would, it just won't be connected to downloads.

lhj · ‎September 26, 2019

thanks. but then it doesn't appear in my banking tab.

MarshallA · ‎September 26, 2019

Once you add the account, go to Gear Icon/Import Data and select Bank Data. That will allow you to upload CSV file or QBO file.

lhj · ‎September 26, 2019

Oh there we go thanks

MarshallA · ‎September 26, 2019

Very welcome

asha_kanta_sharma · ‎October 24, 2021

Thanks a lot MarshallA