hi i want to ask you about banking , how i can to operate our banking & cash

Answer

It’s great to see you today, kitab.nzt

Just to confirm, are you trying to set up your bank and cash accounts in the program? If so, I’ll guide you through the steps on how to perform it.

To create a bank account:

  1. Go to Accounting from the left menu.
  2. Select Chart of accounts.
  3. Click New.
  4. In the Account Type drop-down, choose Cash and cash equivalents.
  5. Select Bank as the Detail Type.  
  6. Type in the bank name.
  7. Enter the account’s Balance and then specify the as of date.
  8. Click Save and Close.

The first two screenshots below will show you the steps.

The same process above applies in creating a cash account. Just select either Cash and cash equivalents or Cash on hand as the  Detail Type  on the fifth step. You can see the third screenshot below for your reference. For more information about this process, you can go through this article: Create A New Account.

Once set up, you can connect your bank to QuickBooks. This online banking feature allows you to download your bank transactions to the software. This means you can get an up-to-date view of your sales and expenses without manual data entry. For detailed steps about this, see this article: Connect Bank Accounts.

I’ll be around to help if there’s anything else you need. Have an awesome day.

Was this answer helpful? Yes No
Default user avatars original
IntuitRaymondJay , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.