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#1: ADD BANK AND CREDIT CARD ACCOUNTS TO THE CHART OF ACCOUNTS

 

First, we add bank and credit card accounts on a daily basis, so let’s add them to the Chart of Accounts in QBO.

 

 

To add a bank or credit card account:

 

 

1. Click the Gear Icon on the upper right.

2. Select Chart of Accounts.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Click New in the upper right-hand corner of your Chart of Accounts.

 

 

 

 

 

 

 

 

 

 

 

Now, enter the bank account/credit card information.

 

1. Select Bank or Credit Card from the Category Type.

2. Select the appropriate Detail Type – in this case we will select Checking for a bank checking account.

3. Enter the account name in the Name field.

4. Click Save.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You can leave the description and Balance fields blank.

 

#2: CONNECT THE BANK AND CREDIT CARD ACCOUNT TO QBO

 

Now set up his bank and credit card accounts in QBO, he needs to connect them to his actual bank and credit card accounts, so that he can pull his transactions directly into QBO.

 

From the Left Navigation Bar:

 

1. Select Banking from the left-hand navigation section.

2. Click Add Account on the upper right.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enter the name of your Financial Institution or click the Logo of your Financial Institution.

 

 

Login to your financial institution.

 

1. Enter your Online ID or User Name.

2. Enter your Passcode or Password.

 

The connection process may take a few minutes. A window will appear asking you to map the bank accounts from your financial institution to the bank accounts in your chart of accounts list.