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Manually add transactions to accounts in QuickBooks Online

by Intuit19 Updated 3 weeks ago

Learn how to add transactions directly to an account.

You can also add transactions manually while you're working in your account. This saves time if you're reviewing your chart of accounts and need to make a quick addition. Here's how to manually add transactions to an account.

Step 1: Open an account

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  1. Open your 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.

Note: Not every account lets you add transactions directly.

Step 2: Add a transaction to the account

  1. 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 AltN.
  2. Select the type of transaction you want to add. 
  3. Fill out the fields to complete the transaction.
  4. When you're done, select Save.

Your new transaction is added to the account register. You can now edit it directly from the register if needed.

Next steps: Edit transactions in an account

Here's how to find or edit transactions in an account.

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