Objective:
- Can't find bank account in QBO product and services dropdown/picklists
- How Can I Modify My Bank Account Settings in Quickbooks Online so They are Available for Mapping?
Environment:
- Quickbooks Online
Additional Information
- To Learn How to Connect Your Bank Accounts to Quickbooks Online from Quickbooks's Website, click here
- For Setting up Trust and Trust Liability Accounts in Clio Manage, click here
Please Note:
Clio will only display bank accounts with one of the following Account Types in Quickbooks Online:
- Revenue Accounts (Income, Sales)
- Asset Accounts
- Liability Accounts
- Other Current Liability Accounts
- Expense Accounts
Once an Account Type is correctly configured a corresponding Service must be linked to the account Type.
Procedure:
Before proceeding with these steps, please make sure that you are in Accountant View and not Business View which can be done through the Settings gear on the top-right.
- In Quickbooks Online click on the Settings gear on the top-right
- Click Chart of Accounts
- Find the Bank Account you wish to configure
- Click the down arrow to the right of it
- Select Edit
- Under Account Type, set the correct Account Type
- Under Detail Type, set the correct Detail Type (This should be determined with your bookkeeper or accountant)
- Click on the Settings gear on the top-right
- Click Products and Services
- Either Create a new Service or Edit an existing one
- Under Income Account, select the correct Account from the steps above
- Click Save and Close
The Service should now be available for selection in Clio.