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1 reply

Moderator
April 24, 2021

Thanks for reaching out in the QuickBooks Community, @uzimani-co-gmail.

 

Can you share with me more details about the automatic question you're referring to? This would help me in providing the appropriate steps to set up your bank account in QuickBooks. 

 

If you just want to create a regular bank account in QuickBooks without connecting it to bank feeds, you can follow these steps:

 

  1. Go to Accounting Chart of Accounts.
  2. Click the New button.
  3. In the Account window, select Bank from the Account Type and choose Checking from the Detail Type.
  4. Enter the NameDescription, and Balance.
  5. Hit the Save and Close button.

 

If you're referring to connecting it, just follow the steps in this article: How to add your bank and credit card accounts to automatically download recent transactions.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.