How to create a new bank account in QuickBooks Online?

1. Log in to QuickBooks Online.

2. Click on the Settings (gear icon) at the top right.

3. Under “Your Company”, click Chart of Accounts.

4. Click the green “New” button.

5. In the Account Type dropdown, select Bank.

6. In the Detail Type dropdown, select the option that best fits (e.g., Checking, Savings).

7. Enter:

   • Account Name (example: “Main Business Checking”)

   • Optional: Description and Bank Account Number (for internal reference only).

8. Click Save and Close.

   ✅ Your new bank account will now appear in your Chart of Accounts.

9. Return to Propio and refresh the Chart of Accounts.

   • Go to the Clients section in Propio.

     • Use the search bar to find the client whose Chart of Accounts you updated.

     • Click the Settings icon (⚙️) on the right side of the client row.

       • In the top menu, click on Chart of Accounts.

         • Click the “Refresh Chart of Accounts” button.

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