Adding Bank Accounts and Credit Cards in Quickbooks Pro

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Overview

QuickBooks facilitates adding or connect bank accounts and credit cards into its user profile so that it matched your banking transactions with QuickBooks transactions and auto-download your transactions securely that helps users during the time of tax. This feature categorizes your transactions and adds them to QuickBooks so that it starts doing work for you in a systematic way.

How To Add Bank Accounts and Credit Cards in QuickBooks Pro

Methods To Add Credit In QuickBooks

  • First, click ‘File menu’ and locate your ‘chart account’.
  • Then select “New Account” • Choose “Credit Card” as the account type.
  • Then fill in credit information regarding account type and name and number.
  • From right-click on the “Chart of Accounts” list. You get options such as “Enter Credit Card Charges,” “Reconcile,” “Make Journal Entries” and “Transfer Funds.”
  • Select the “Enter Credit Card Charges” option and enter your finance charges and payments.
  • Then save it by clicking ‘ok’.

 Methods To Add Bank Account In QuickBooks

  • First, open your Account charts from the file menu.
  • Then you need to add “New Account”.
  • After that, select “Bank” as your account type.
  • Edit complete information about your account.
  • Then click ‘ok’ to save.

Advantages

  • Saves precious time of users by providing secure and fast accounting anytime and from anywhere.
  • After an assign your all transactions, auto-downloaded to your QuickBooks profile.
  • Maintain updates on your bank account and credit cards.
  • You can easily track your transactions.