How to request add new bank in banking feed in new QuickBooks Online?

From the Home page screen

  • Click Transactions  (on the left side of blue navigation bar)
  • Click Banking
  • Click Add Account  (in the upper right corner)
  • Enter your bank’s name, then click Find
  • Click the blue link for Request that we add your bank (in the middle of the page)
  • Enter either the bank name or the URL of your bank’s website, then click Add My Bank button
Request to Add New Bank
Request to Add New Bank

How to view all uncleared / uncashed checks in new QuickBooks Online?

To check the status on a check you can run a Check detail report

  • Select the blue navigation bar on the left
  • Select Reports
  • Go to Report (magnifying glass) and type Check
  • Select “Check Detail”from the dropdown selector list
  • This report will provide all issued checks.
  • Once report is open click Customize button (top left corner)
  • Customize by:
    1. General > Transaction date > All Dates

      Lists > Transaction Type > Check

      Status > Cleared > uncleared

  • Run report

Customize Check Detail All Dates
Customize Check Detail All Dates
Customize Check Detail Check Uncleared
Customize Check Detail Check Uncleared
Uncleared Check Detail Report
Uncleared Check Detail Report

Where is the bank reconciliation in new QB Online?

From the homepage screen

  • Click on the Company Gear (upper right- see pic)
  • Select Reconcile under Tools heading
  • Choose the Account
  • Now you can Reconcile

Another way to get there is from the homepage screen

  • From the blue navigation bar on the left, select Transactions
  • Select Registers
  • Locate and double click the bank account(or credit card account) to reconcile
  • On the bottom left is the Reconcile button.

When you reconcile, it is very important to make sure the difference (at the bottom) is zero amount. Do not go for an Auto Adjustment as that will be automatically posted to Reconciliation Discrepancies as an expense in P&L.

Click on the screenshot below to enlarge it

Bank Reconciliation
Bank Reconciliation