Hello, glnelson24.
Welcome to the Community. I'd be happy to show you how to add a bank account in QuickBooks Desktop Pro 2021.
In QuickBooks Desktop, you can use Bank Feeds to connect your bank and credit card accounts to online banking. This lets you download bank transactions so you don't have to record them manually.
Additionally, there are two ways to set up an account: Direct Connect and Web Connect. The way you connect depends on what's available at your bank.
Download your transactions with Direct Connect. Here's how:
- From Banking, go to Bank Feeds.
- Select Set up Bank Feeds for an account.
- In the Enter your Bank’s name field, enter and select your bank.
Import Web Connect (.qbo) files. Here's how:
- From the Banking menu, select Bank Feeds, then Import Web Connect Files.
- Select the QBO file you saved, then select Open.
- When prompted to Select Bank Account, select:
- Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks.
- Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
- Select Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
- Go to the Bank Feeds Center to review your transactions.
Once bank transactions are in QuickBooks, you can use the articles below to get more ideas on how to handle and keep them organized:
If you still need help along with the process, please go back here and let me know. It'd be my pleasure to help you further. Take care and stay healthy!
