In the last couple of weeks, I’ve been asked what needs to be done when you switch banks and open a new account…

Here’s what I recommend…

Looking for the online version? Click here:

Steps to Creating a New Bank Account in QuickBooks:

Creating New Bank Account

  • Go up to “Lists”
  • Chart of Accounts
  • Go down to “Account”
  • “New”
  • Choose “Bank”
  • Click “Continue”
  • “Account Name”
  • Click “Save & Close”
  • “Set Up Bank Feed” screen will show
  • Click “OK”

Make Deposit

  • Go up to “Banking”
  • “Make Deposits”
  • “Deposit To”
  • “Date”
  • “From Account”
    • “Memo”
    • “Classes” **only if you have classes
    • “Amount”
    • “Save & Close”


Click here to receive our QB tips straight to your inbox each week!


Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?

I would love for you to join me on my customizing QuickBooks workshop.

I’ll be sharing:

  • The most efficient way to track your Income and Expenses.
  • How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
  • Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling Confident at your next tax appointment.

I’m excited to see you on the workshop!

Click here to save your seat  →  Join My Free Workshop!


I’d love to connect with you on Instagram or Facebook

Subscribe for more QuickBooks tips on YouTube  


Let me know below if you are ready to set up a new bank account… Maybe even change your opening balance?👇