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jharte888
Level 1

add expenses manually to a credit card account or bank account

add expenses manually to a credit card account or bank account

1 Comment 1
Kurt_M
QuickBooks Team

add expenses manually to a credit card account or bank account

You can manually enter the expense to a credit card or bank account in your Chart of accounts, @jharte888. I'll walk you through the process for seamless navigation.

 

To begin, these are the steps:

 

  1. On the left navigational bar, click the Transaction tab and select Chart of accounts.
  2. Locate the credit card or bank account where you want to add the expense.
  3. Click View register below the Action column and select the Dropdown arrow beside Add check or use this shortcut key: CTRL-ALT-N.

    This shows the drop down menu at the top of a register list. You can quickly add transactions from this menu.
  4. Choose Expense and then enter the necessary details.
  5. Once done, click the Save button.

 

For more details about the process, please refer to this article: Manually add transactions to account registers in QuickBooks Online.

In addition, you can explore this page to help you reconcile an account in QBO: Reconcile an account in QuickBooks Online.

Feel free to tag me in the comment section below if you require further assistance adding transactions to bank accounts in QuickBooks, @jharte888. You can also ask me if you have other questions about the program. I'll make sure to respond as soon as possible. Keep safe.

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