Manual Entry of Previous Months

Hi there,

Welcome to the QuickBooks Family! I'd be more than happy to assist you with adding your transactions to QBO. 

Based on what you've described, you'll need to manually enter transactions into QBO and I'll show you how. There are several ways on how you can manually enter a transaction in QuickBooks Online. You can do it by clicking the Plus (+) sign, through the register, or on the transaction screen.

To learn more about how to navigate and create transactions, you can visit the article below that shows video tutorials:

https://quickbooks.intuit.com/tutorials

If you want to enter a transaction directly to the register, please follow these steps:

1.     Click the Gear icon.
2.     Below Your Company, select Chart of Accounts.
3.     Choose an account and click View register.
4.     Click the drop-down arrow below the Date column (see screenshot below).

You can also add transactions manually by clicking the Plus icon and selecting the transaction type. I'll attach a screenshot below for reference: 

Give this a try and let me know if you have questions. I'll be on standby in case you need further assistance. 

James, 

Thank you, that's incredibly helpful.

I'm also having difficulty finding a way to enter starting balances for the bank accounts, accounts receivable and payable, etc.. Can you help me with that also?

Thank you

You're welcome. I can see how it can be difficult finding a way to enter starting balances. Don't worry, I'm here to make the process much smoother. First, I'd like for you to check out this helpful article which shows you how to : Enter opening balances for accounts in QuickBooks Online. 

If you need further assistance, I'll be one message away. :)

@dsdekorte123 

You can prepare your transaction data and JE in Excel, then utilize the importer tool to speed up your work.

https://transactionpro.grsm.io/qbo

Good luck!

Hi, Quick question. I have changed software & I am making manual entries for last two months (Jan & Feb)

Should I connect bank to my QBO at the end or now?

Hey Riya,

The bank feed is an important and powerful feature, allowing you to easily automate a significant portion of your bookkeeping. When you connect the account is entirely up to you, as downloaded transactions have no effect on your books until you've reviewed them. If you're reconciling these manual entries as you go, it may be easier to wait before connecting your bank. You can always manually import your transactions to get a longer time frame. 

Let me know what you decide!