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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
vpcontroller
Level 11

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@jdwhymark 

 

"How can I add a new bank account without it being connected to a bank feed and have it show up on the banking screen? (i.e. if I will import statements?)"

 

Follow these steps:

  1. Add a new bank account: Dashboard > Accounting > Chart of Accounts > Select NEW > Account Type = Bank; Detail Type = Checking or ?; Name = Name of Bank > Save and Close
  2. Go to the Banking tab from left Dashboard > Select File Upload from the drop-down arrow, next to Update at the top right corner > Select file to upload and follow the steps

After that, you will see all the imported bank transactions under For Review in the Banking tab. Categorize and add transactions, that's how it goes to the register.

 

I hope this helps!

 

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