Thank you for posting here in the Community page, INFO2371. I'd like to know more details about which specific account you'd like help with. Are you trying to add or edit an account in the Chart of Accounts, manage a bank account connection, about your business account or update the account, payment method or bank details in a Customer/Vendor profile? Please provide us with clearer details so we can provide an accurate response to your needs.
If you're referring to adding or editing an account in the Chart of Accounts, here's how you do it:
From All apps, go to the Accounting dropdown and select Chart of Accounts.
Click the New Account button to add an account, then choose the Account type and Detail type. Once finished, select Save.
To edit a created Chart of Account, click the Account history dropdown for the account you'd like to modify and click Edit.
If you are instead referring to adding a new bank account, go to the Accounting dropdown > Bank Transactions > Link account button> search for your bank's URL> enter your bank's login credentials. If you're editing the information for a connected bank account, click the Pencil icon on the existing bank account from the Bank Transactions page, hit Edit account details, and make the necessary changes.
Please don't hesitate to leave us a response if you have other questions or concerns.
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