Banking
Hello there, cheryldye. No worries. I'll provide screenshots for your additional guide.
Let me add a few details. There are different areas we can review the bank account information. It could be the bank account is on the Banking page or in the Chart of Accounts.
If you're referring to the actual bank account connected to the Banking page, you can review the sign-in info as mentioned by my colleague above. After selecting the Edit sign-in info icon, you're required to enter your bank website's login credentials.
From there, you can review the details of the real bank account, including the routing number and bank account number.
If you're referring to the Chart of Accounts page, you'll need to enable the account numbers to add and view account numbers to the accounts created. Here's how:
- Go to the Gear icon.
- Select Account and Settings.
- Within the Advanced tab and go to the Chart of accounts section.
- Mark the Enable account numbers and the Show account numbers boxes.
When you create account or go back to the account lists, you'll see a column where the account number is. See the sample screenshot below:
Feel free to check the links I've added below for additional guide and information:
- Connect bank and credit card accounts to QuickBooks Online.
- Review downloaded bank and credit card transactions and put them in the correct accounts.
Please let me know if you're referring to something else or need more assistance. I'm right here together with my colleague to help you further. Take care and stay safe.
