If I have a bank account that has had no transactions for the year, and the same starting balance as the previous year end, how do I manually enter this in QBO?

userphagan · ‎October 01, 2024

I have to manually upload a CSV file from the bank but there isn't one available since the Bank Account didn't have any transactions in it and just carried the balance from the previous year end. How do I deal with this situation? How do I enter $0.00 transactions each month or is it necessary?

JamesM4 · ‎October 01, 2024

Hello userphagan,

Thanks for reaching out in the Community. QuickBooks is a flexible program that helps you to manage your accounting with ease. I'll be glad to share more info so you're on the right track with your work.

Recording your transactions the right way is essential for ensuring your books remain accurate. That said, I recommend consulting an accounting specialist for expert advice. This ensures your entries are recorded in a way that allows for you to navigate the program with peace of mind. You can get in touch with an accounting professional using this link here. Other accounting professionals are able to see this post in the Community and this will allow them to chime in.

Let me know if this info helps. I'll be a message away.

userphagan · ‎October 01, 2024

Thanks for answering but am looking for advice from the online community before I bother my accountant :-).

Topics

Training

Community

Resources

If I have a bank account that has had no transactions for the year, and the same starting balance as the previous year end, how do I manually enter this in QBO?

If I have a bank account that has had no transactions for the year, and the same starting balance as the previous year end, how do I manually enter this in QBO?

If I have a bank account that has had no transactions for the year, and the same starting balance as the previous year end, how do I manually enter this in QBO?

Need to get in touch?