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Everything you need to know about banking in QuickBooks Online - Discover more
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Can you manually enter bank transactions

QuickBooks Team

Can you manually enter bank transactions

Hi there, diana4.


I have great news to share with you: it is possible to manually enter bank transactions in QuickBooks Online!


Let me walk you through the steps on how to do it:

  1. Click Accounting in the left navigation menu.
  2. Find the bank account, then select View register.
  3. Click the Transaction Type drop-down arrow.
  4. Choose the appropriate transaction type.
  5. Enter the necessary details for the following fields: Date, Reference Number (Ref No.), Type, Payee, Account, Memo, Payment or Deposit.
  6. Click Save.


All of this information and more is available in our guide on how to add transactions to bank register.


That should do it. Keep in touch if you need further assistance with this, or if there's anything else I can help you with. Have a great day!


Can you manually enter bank transactions

Hello Community users, we just wanted to pop onto this thread and add some further detail on ways to manually add bank transactions into QuickBooks Online.


We can manually add transactions to a bank account using the Create + icon or through the Chart of Accounts. I'll be more than happy to walk you through in doing it.


Adding transactions using Create + icon:

  1. Click the Create + icon on the top left corner.
  2. Select what type of transaction you want to add.
  3. Enter the necessary information.
  4. Select the bank account in the Payment account field.
  5. Hit Save.

Adding transactions through Chart of Accounts:

  1. Select Accounting from the sidebar menu.
  2. Click Chart of Accounts.
  3. Choose the appropriate account, then hit View register.
  4. Select the transaction type you want to add from the Add transaction drop-down menu.
  5. Enter the necessary information.
  6. Hit Save.

To check if we successfully added transactions to a bank account, we can go to Reports and select Transaction Detail by Account Report.


You can also add transactions via a CSV of downloaded transactions from your bank in the banking section, and attach which chart of account you want those transactions to hit, more details can be found on that here


Any queries or questions on this please do not hesitate to ask! We'd be happy to answer them.

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