Sole trader cannot manually add transactions

Hello there, kdock268.
 

QuickBooks Online (QBO) supports importing files for transactions using specific formats like CSV and QBO for linked bank accounts.

To make sure we're on the same page, are you trying to add income, an expense, or upload a bank transaction manually? Have you encountered any issues while adding the transaction, such as error messages, buttons not working, or a freezing page?

If your current file isn’t supported by QuickBooks (for example, a PDF or image file), you need to convert the file into a compatible format like CSV. Once the file is ready, here’s how you can import transactions:
 

1. Go to Transactions from the left tab menu, then choose Bank Transactions.
2. In the Bank Transaction section, click the dropdown menu and select Upload bank statement.
3. Follow the onscreen steps to import the CSV file.
4. Select Import.

However, if the issue persists or having an issue when adding (income, expense), I suggest processing this in an incognito or private browsing window. It’s also helpful to use a supported browser, such as Google Chrome, Microsoft Edge, or Safari. Unsupported or outdated browsers may cause certain features to not load properly.

If you have any further questions or need assistance with QuickBooks, feel free to click the Reply button.

But how do you manually add a personal transaction that has not been downloaded from a bank statement? The Type defaults to Business and can't be changed.

Hello there, Info2340.

You can manually add your personal transaction in QuickBooks Sole Trader by clicking the New transaction button in the Banking feed page. 

Here's how: 

1. Go to Transactions, then select Bank Transactions.
2. Click the New transaction button.
3. Enter a name in the Payor section.
4. Add an amount, and choose the Personal transaction in the Use section.
5. Select a category, and add a note if necessary. 
6. Hit Save once done.

Since you've mentioned that the Type defaults to Business and cannot be changed, one possible reason for this is that if the transaction is a Personal income, there may be a linked invoice to it, which is why it cannot be changed to Personal transaction Type.

If this is the case, you'll need to unlink the invoice from the transaction to change its type to a Personal transaction from Business. Before doing so, make sure to make a copy of the invoice first. 

To unlink the invoice, here's how:

1. Go to the Banking page, and find the transaction.
2. Select the pencil icon, and click the Linked invoice.
3. Click on More actions, then choose Make a copy.
4. Hit Save.

Then, follow the steps above again, and click Delete to unlink the invoice.

Once done, you can then change the Type from Business to Personal Transaction.

If you have any further concerns, please don't hesitate to let us know. We're here to help.