Bank Accounts

Hi there, Platinum36.

Thanks for turning to the Community for support. I'm happy to provide some info about adding bank accounts for invoices in your QuickBooks Online account.

Just to make sure I'm on the same page, do you need to add a bank account for the products and/or services you'll be invoicing your customers for? If so, this can be done in just a few steps. Here's how:

First you'll need to link the bank account:

1. Click the Bank transactions tab in the left navigation menu.

2. Select Link Account.

3. Complete the following on-screen prompts to link the bank account.

Then you're ready to choose the new income account for products and services that will be added to invoices.

1. Hover over the Sales tab in the left navigation menu.

2. Select Products & services.

3. Locate the product or service from the list and click Edit under the Action column.

4. Choose the Income account drop-down menu.

5. Scroll through the list and select your newly added account.

The following article provides additional info about setting up products and services in QuickBooks Online.

Please feel free to drop a comment below if you have any other questions. The Community always has your back!