cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
jewelhall
Level 1

Can I add a transacation to one of my accounts, one is not showing up and it is causing an imbalance. Thank you!

I made a transfer to one of my accounts and it is not showing up, and is now causing an imbalance. Is there a way to manually add this transaction to this specific account? I cannot seem to find this option! Thank you!

1 Comment 1
GenmarieM
QuickBooks Team

Can I add a transacation to one of my accounts, one is not showing up and it is causing an imbalance. Thank you!

Yes, you can manually add transactions to QuickBooks Online to solve the imbalance in your accounts, jewelhall. Let's go through the details below.

 

In QuickBooks, there are several ways to enter and track transactions. One effective method is to create a sales form, such as an invoice or sales receipt, which allows you to capture the entire business cycle.

 

Moreover, you can also manually add transactions while working on your account. This saves time when reviewing your chart of accounts and needing to make a quick addition.

 

Here's how:

 

  1. From the Transactions tab, select Chart of accounts.
  2. Find the account you want to review. If you're new to QuickBooks, select See your Chart of Accounts first.
  3. Select Account history from the Actions column.
  4. At the very top of the list, select the Add journal entry, Add deposit, or Add cheque ▼ dropdown. Tip: The menu can be hard to see - it's just above the most recent transaction. You can also press Ctrl Alt + N.
  5. Select the type of transaction you want to add.
  6. Fill out the fields to complete the transaction.
  7. When you're done, select Save.

 

Feel free to visit this article for the detailed steps: Manually add transactions to accounts in QuickBooks Online.

 

Additionally, you can add an account to your chart of accounts to track other types of transactions.

 

Come back here if you have any other questions or concerns regarding adding transactions in QuickBooks Online. Our dedicated Community members and support team are always ready to provide prompt, expert guidance every step of the way.

Need to get in touch?

Contact us