Add a Bank and Credit Card Account in QuickBooks Online

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:

  1. Click "Accounting"
  2. Click on "Chart of Accounts"
  3. Select Account Type, Name, and Description. Leave the opening balance blank
  4. Click "Save and New" to enter another account or click on "Save and Close" to close the screen.


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