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April 1, 2020
Question

I need physical help to set up my new checking account.

  • April 1, 2020
  • 1 reply
  • 5 views
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1 reply

Level 5
April 1, 2020

Hey Classicrock570,

 

Happy to see you here in the Quickbooks Community. To set up your new checking account in the program, follow these steps to do so:

 

  1. Go to the Gear Icon, then select Chart of Account.
  2. Click New, and choose Banking.
  3. Leave account type as Bank, and under Detail Type, select Checking.
  4. Add additional information as the account name and so forth.
  5. Save the information.

If you would like to get in contact with our support team and you feel more comfortable with a remote session, use this link to connect with us. However, if you need any other assistance, please don't hesitate to reach out. Have a good day.