How to add a bank to the transaction page

Hello there. 

It's a pleasure to have you in the Community today. We've got you covered, let's work this out so you can add a new bank account in QuickBooks (QBO).

To clarify, are you trying to connect a bank account for the first time from the transactions page, or are you looking to add a new chart of accounts?

If you're trying to connect a bank account for the first time, please follow these steps:

1. Go to Transactions, then select Bank transactions.
2. Select Link Account.
3. Click the URL or name of your bank in the Search field, then select the bank.
4. Enter your Sign info in the Login and Password fields, then select Continue.
5. Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next..
6. Choose your account type on the Account type ▼ dropdown, then select Next.

For more detailed steps of this, you can check this article: Connect Bank and Credit Card Accounts to QuickBooks Online.
 

If you're trying to manually add a bank account you can follow these steps instead:

1. From the left navigation menu, click on Accounting.
2. On the Chart of Accounts page, click on the New button.
3. In the Account Type field, choose Bank.
4. In the Detail Type field, pick the appropriate bank account type (For example; Checking, Savings).
5. Enter a name for the bank account in the Name field. You can also add a description for this account
6. Select the currency for the bank account in the Currency field.
7. Enter the opening balance for the bank account in the Balance field.
8. Click on the Save and Close.

Furthermore, once you are done adding your new account, feel free to visit these articles that'll help you manage your bank transactions in QuickBooks:

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

I'm looking forward to having this sorted out. I'm only one reply away if you require further assistance with handling your banking concerns in QuickBooks Online,