Select Appropriate Account Type Select “Bank.” Then click the blue “Continue” button at the bottom of the screen.

Name the Account Type in the name the account goes by, ex. ‘savings’ or ‘checking’. Click on the “Select from Examples” button if you need help.

Attach To a Subaccount You most likely won’t be doing this, but you can choose to mark your account as a subaccount of another account.

Write an Account Description Write a description for your account, so that you will recognize it in your chart of accounts.

Add a Bank Account Number Enter your bank account number.

Enter the Routing Number Type in the corresponding routing number.

Select a Tax-Line Mapping A tax-line mapping is used by accountants to prepare the books for tax software and to run an Income Tax Preparation Report. QuickBooks recommends that you do not use tax-line mappings unless you are an accountant or tax professional

Enter an Opening Balance If you have an opening balance on your account, you can enter that information now. Click the “Enter Opening Balance…” button.

Choose Check Settings Enter your check settings. If desired, you can set a check reorder point and opt to order checks that you can print directly from QuickBooks.

Save Account Click the blue “Save & Close” button to save your new bank account.

Enable Live Bank Feeds (Optional) Once you click save, you’ll receive a notification like the one below.

If you want to enable live bank feeds, click “Yes” and continue on to How to Enable Live Bank Feeds in QuickBooks Pro.

If you don’t want to enable live bank feeds, click “No” and proceed to the chart of accounts to check that your new account saved correctly.

Repeat this process as many times as necessary until all of your checking, savings, and credit card accounts are properly entered into QuickBooks Pro.QuickBooks Pro

For troubleshooting issues, check out the QuickBooks Community or call QuickBooks directly ON Visit: