HOW DO YOU ADD A NEW BANK ACCOUNT

Adding a bank account is my specialty, mrhandy31. I'll gladly you show the way.

When you connect an account, QuickBooks automatically downloads and categorizes bank and credit card transactions for you. Here's how:

1. Go to the Banking or Transactions menu and choose Banking.
2. Click Add Account.
3. Search for your bank or use the correct URL when you log in to your bank's website.
4. Enter your bank's username and password.
5. Choose the type of account.
6. Choose how far back you want to download bank transactions.
7. Click Connect.

In case you've already added the account to your Chart of Accounts, I'd suggest following these steps to connect it.

1. Go to the Accounting menu and then select Chart of Accounts.
2. Find the account you want to connect to.
3. Select the View register drop-down menu under the Action column.
4. Click Connect bank.
5. Follow the onscreen instructions.

For your visual reference, I've attached a screenshot below.

 Also, if you can’t find your bank but still want to add your bank transactions to QuickBooks Online, you can manually upload them.

For more details, please see this article: Connect Bank and Credit Card Accounts to QuickBooks Online.

Once done adding your new account, I'd suggest checking out these articles that'll help you manage your bank transactions.

• Categorize and Match Online Bank Transactions
• Set up Bank Rules to Categorize Transactions
• Reconcile an Account in QuickBooks Online

Please keep me posted on your progress in adding your bank account. It's my priority to ensure your account is successfully connected.