Add a transaction to an account history

In QuickBooks Online, you can manually add transactions like checks, deposits, or journal entries directly to an account history. This method saves time if you need to make a quick addition while reviewing your chart of accounts.

While we suggest using forms like invoices or sales receipts for better reporting, manual entry can be faster for certain tasks.

Prerequisites

• Not every account history lets you add transactions directly.

Add a manual transaction

1. Follow this link to complete the steps in product
2. Find the account you want to add the transaction to in that list. You can also use the search field to find the account by name.
3. From the Actions column, select Account history.
4. Select the Add journal entry, Add sales receipt, or Add deposit ▼ dropdown.
5. Fill out the fields to complete the transaction.
6. Select Save.

Result

The new transaction now appears in the account history.

Next steps

Edit transactions in history