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bhavani-thota-ho
Level 1

How i update my bank book

 
1 Comment 1
ReymondO
QuickBooks Team

How i update my bank book

I'll help you in updating your bank account info in QuickBooks Online (QBO), @bhavani-thota-ho.

 

You can edit your bank details by going to the Chart of accounts and update it from there. Let me show you how:

 

  1. Click the Gear icon and select Chart of accounts.
  2. Use the Filter search field to locate your bank.
  3. Once you find it, click the View register drop-down list and select Edit.
  4. Update your banking info, then click Save and close after you're done.

In case you haven't connected to Online Banking (also known as Bank Feeds) yet, you can connect with QuickBooks through these steps: Connect bank and credit card accounts to QuickBooks Online

 

This is one of QBO's most helpful and time-saving features. Once you connect your account, the system will automatically download and categorizes bank and credit card transactions for you. All you have to do is to approve it. 

 

Please feel free to let me know if you need further assistance with handling your accounts in QuickBooks. I'll be there to help. Have a great day ahead.