How to manually enter credit cards statements in QBO?

Good afternoon TerryS54,

Welcome to the QuickBooks Community! It's always a pleasure to see new faces! QuickBooks Online is a great software that helps keep your books balanced. I would be happy to provide some information.

Uploading your transactions correctly in QuickBooks is an important steps in maintaining clean books. First you'll need to add an account to your Chart of accounts so that when you upload your transactions, they will have a place to go since no bank account has been linked to QuickBooks. Follow the steps in this article to add an account.  Next you'll need to manually upload your transactions. Here is a helpful guide on how to manually upload transactions. 

If you need additional assistance on uploading transactions, I recommend reaching out to the support team outside of the Community. They'll be able to do a screen share with you and guide you on the right track. You can reach them by following one of these methods:

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
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If you have any other questions, feel free to reach out here.

We have three years of paper bank and credit card statements to enter prior to starting everything electronic. Is there a workaround to making or shortening the manual entry of each line. For example, each month just enter balances of each, expenses, payable, receipts etc? Then begin on a certain year, this case 2022 everything can be imported?

Hi there. Thanks for chiming in on this thread. For steps that go beyond what's offered in the response above yours, I recommend looking into third-party data management apps on our app store www.apps.com. You can integrate an app that can assist you with importing your data according to your liking. Feel free to ask other questions. I'm here to assist.

@Workaround  

Scan them as PDF and use MT Online to import them into QBO.

https://www.moneythumb.com/?ref=110

Thank you James! I did just that and believe I have a solution, thank you.  We can scan all statements to pdf, then convert pdf to Excel and save csv through Adobe.  Have you done this, or know of it being done, any tips?

Apparently we can do this via Adobe as well, unless you recommend MT over Adobe for accuracy?  
any tips or things to watch out for?

If you can create *.csv files, you cost will be much lower. You can use csv2qbo @ $60 one time license. 

4gal, would I first scan the statements to pdf? Our copier scans automatically to pdf with Adobe. 
and then use the program you’re suggesting?  Adobe converts to excel and then one can save each statement as csv, which is more work actually rather than just using the one you’re suggesting.  
is accuracy ok?

I’m sorry, I think I understand, that’s my last step.  
First, scan statements to pdf, then convert to csv, then 

convert csv to QuickBooks.

do I have this correct?

First, scan statements to pdf, then convert to csv, then

convert csv to QuickBooks.

do I have this correct?

Correct

Thank you! We will get started scanning.  In terms of scanning to excel and saving as csv, is it necessary to check detail accuracy, of course general accuracy that it converted but line for line? as we will do that one on quick books anyway?

Amanda, I didn’t mean to hijack your question and I’m only continuing on your thread as I thought our question was the same. Are you ok with me continuing with my questions? Are they helpful to you as well? If not I can do a separate post, I don’t want to offend you. 

Hi Workaround,

Thanks for joining this thread. QuickBooks Online is a great program that gives you the ability to easily track your sales and expenses. I'd be glad to help.

When importing a CSV file into QuickBooks, it's essential to check accuracy details to ensure that the correct information is imported into your account.

If you have any other questions, feel free to reach out here.

Henock K, thank you, so prior to entry is when I should do my accuracy checks, is that correct?

and when the bank statement is csv and converted to qb, do I go into qb and identify expenses, draws etc.?

Hi Workaround,

When you import bank transactions with a CSV file, you'd need to verify your information to ensure the correct information is imported. Once imported, you'd need to access your transactions in QuickBooks to identify your sales and expenses. I encourage you to review this article to format CSV files in Excel to get bank transactions into QuickBooks.

Let me know if you have questions, I'll be happy to help.

Thank you!!!