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support78
Level 1

I am unable to add my bank in Qb. Anyone can help me to add the same..

How can i add my bank in the Qb??
1 Comment 1
AlcaeusF
Moderator

I am unable to add my bank in Qb. Anyone can help me to add the same..

Hello @support78,

 

Thank you for posting here in the Community. I'm here to help you add a bank account in QuickBooks Online.

You have two options in adding an account in the Online version. You can add it through the chart of accounts or in the Banking section (download transactions automatically).

 

For the chart of accounts, here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Chart of accounts.
  3. Press New in the upper-right corner.
  4. Enter the necessary information.
  5. Hit Done.

 

If you want your transactions to download automatically, I recommend adding the bank account through Banking. Please follow these steps:

 

  1. On the left navigation bar, click Banking.
  2. Go to the Banking tab.
  3. Select Connect account or Link account.

 

Please note your bank should be part of the participating financial institutions to add it to QuickBooks. For more details, check out this article: Find your bank or credit card account when you connect to online banking.

 

It may be possible to get error messages when you link your bank account with QuickBooks. In case this happens, I've included a link you can use to help fix the issue based on the error code: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Hit that Reply button anytime you have additional questions about adding a bank account or managing Chart of accounts. Have a great day.