Add a Bank and Credit Card Account in QuickBooks Online
Link a bank account to your QuickBooks Online so you can conveniently enter a check, debit charge, ATM purchase, electronic payment, and a deposit.
Add a credit card account to track all the purchases you make and any credits received on the card in QuickBooks Online.
Each name in the list of cards is unique. We advise you to enter the last four digits of the bank account and credit card account number after the given name so you can easily differentiate and identify the accounts.
To add an account to QBO:
- Click "Accounting"
- Click on "Chart of Accounts"
- Select Account Type, Name, and Description. Leave the opening balance blank
- Click "Save and New" to enter another account or click on "Save and Close" to close the screen.
Add a Vendor in QuickBooks Online
Add a vendor name to your Vendor list in QuickBooks Online to enter an expense paid by check, credit card or any other form of payment. In this example, we address how to enter Home Depot and HammerZen as a vendor. Adding a vendor name to your ...
Add a Customer in QuickBooks Online
You can add a customer to track your income earned and expenses incurred in QuickBooks Online. Customers can be vendors, too, but keep in mind that each name should be unique. If you use the same name, append the name by adding "customer" or "vendor" ...
Add a Class in QuickBooks Online
You can add classes and sub-classes to easily track your income and expenses in accordance with jobs and purchases in QuickBooks Online. You also have the ability to view Profit & Loss statements and Balance Sheets by class and sub-class reports. To ...
Sign Up for a QuickBooks Online Account
If you do not already have a QuickBooks Online account, start your 30-day FREE TRIAL now! You will receive the best discount available from Intuit. (If you run into any problems signing up, send us an email and we can troubleshoot the issue.) As ...
Add Products & Services in QuickBooks Online
Creating and Adding Products & Services in QuickBooks Online To use HammerZen HDPro, you MUST have Products & Services to track purchases and sales in QuickBooks Online. If you do not use them, select one of the following options: Create two names: ...