Other questions

Hello, BBraun.

When you hit the Save and Close button, the new bank account you've created should appear on the chart of accounts. Have you tried to search it manually using the Filter by name box?

If so, let's perform some troubleshooting steps to isolate this. Unexpected behavior sometimes happens if the browser stores too much cache. You can start by logging in through an incognito window. Here are the shortcut keys to use:

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

If it works, return to your regular browser and clear the cache. This removes any browser-related issues and refreshes your browser's settings. Also, you can use other supported browsers.

Also, you can manually upload banking transactions to get them inside QuickBooks.

Let me know if you need further assistance with banking. We're always here to help you.