how to add a bank account directly with the bank?

Hi, aact-poss4change.

To connect accounts to your bank, you must have your login bank credentials handy as you will have to log in to your bank's website to establish connection. You can connect an account either from the Bank Transactions page or from your Chart of accounts.

From the Bank Transactions page:

1. On the Bank transactions page, select Connect account Or select Link account if you already created one.
2. Search for your financial institution and select it from the list.
3. Enter your login credentials. This includes your username and password for your online banking account.
4. Allow QuickBooks permission to access your account. This allows us to import your transactions and account information.
5. Select the accounts you want to connect to QuickBooks from the list of accounts associated with your bank or credit card provider. If you haven't already created the account, you can select +Add new to create a new account.
6. Select Connect.

Through the Chart of Accounts:

1. Go to Settings ⚙️ and select Chart of accounts.
2. Locate the account to connect.
3. From the Account history dropdown list in the Action column, select Connect bank.
4. Follow the prompts to complete the process for connecting your bank account.

Should you have any additional questions or concerns, feel free to reach out. Our Community Forum is always here to assist you.