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Helen Booth
Level 1



I hope someone might be able to help me.

I started using QB in January this year to get used to the software before jumping in properly on April 1st.

To save time I added my expenses in monthly batches leading up to January - splitting each expense per transaction. For Example - I called one expense Statement 1 and this expenses had 10 different expenses listed below. 

When I go into my Income tax tab - all of these expenses aren't showing up at all.

What have I done wrong?

I cant connect my bank account because I'm a small business and  simply highlight all of allowable expenses in my personal account. However since January this year I have connected my new business account and all of these expenses are showing up in the Income tax expenses column?

Is there anyway that I can mark these expenses, prior to January, as paid or move them somewhere so that they are recognised

Ive tried to get help from the QB online Chat - but they dont seem to be able to assist



Level 1


Hi Helen, thanks for joining us here on the Community, let's see if we can get to the bottom of this for you Smiley Happy 


For the expenses that were added manually, did you assign an expense account to these under the 'category' field, and was this account a default QuickBooks account or did you create a custom account(s) within your Chart of Account? 

Helen Booth
Level 1


Thank you so much for replying!

Ive created my own categories - and I think I see why these aren't now showing up in the tax report?

Is there a work around or should I change the categories for the expenses.

I purged all data and started again. 750 inputs. My head is frazzled - but Im desperate to understand how this all works.

Many Thanks,




QuickBooks Team
QuickBooks Team


Let me help you with this one, Helen Booth.


We can run the Transaction Details by Account report to see if the expenses and the categories you've created in QuickBooks Online (QBO) are shown in the report. Here's how:


  1. Go to Reports on the left menu.
  2. Enter Transaction Details by Account in the Report field.
  3. Click the Customise tab. 
  4. Tap Filter.
  5. Choose Transaction TypeAccount, and Detail Account. From there, select the expense transaction, category, and account.
  6. Press Run report.


Also, instead of connecting your bank and credit card accounts to QuickBooks Online, we can upload them manually. You usually download this file from your bank. Before uploading it, let's make sure the data is in the correct format. Here's how to check the format of bank transactions in a CSV file you plan to upload into QuickBooks: Format CSV files in Excel to get bank transactions into QuickBooks.


To get transactions from your bank or credit cards and manually import them into QBO. Just follow the steps and details in this article: Manually upload transactions into QuickBooks Online.


Feel free to visit our Banking page for more insights about managing your bank transactions.


I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. You have a good one.

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