Let's connect your bank account, @reolsen.
You must set up an account from your Chart of Accounts. You can click on the Create New Account button to set up a bank account. You can also go to the Lists menu to set up a bank account. Here’s how:
- Go to the Lists menu and then Chart of Accounts.
- On the Account dropdown, click on New.
- On the Choose Account Type window, select Bank and Continue.
- On the Add New Account window:
- Set a Bank Name.
- Select the Enter Opening Balance button and based on your bank statement, type in your Statement Ending Balance and Statement Ending Date. More information about opening balance is available here.
- Click OK and then Save & Close.
Check this article for more information: Get started with Bank Feeds for QuickBooks Desktop.
Once done, you can now proceed and connect your bank account. From here, you can now start downloading transactions from your banks. Read this article for more information: Download Bank Feed transactions in QuickBooks Desktop.
I'm always here if you need more help in setting up your bank connection. Have a great rest of the day!
