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Everything you need to know about banking in QuickBooks Online - Discover more
info640
Level 1

I am trying to input a receipt for petrol in November, it shows on my banking account transaction but is not showing in quickbooks account so can't match it

 
1 REPLY 1
RCV
QuickBooks Team
QuickBooks Team

I am trying to input a receipt for petrol in November, it shows on my banking account transaction but is not showing in quickbooks account so can't match it

I can help you match the bank transactions into your QuickBooks Self-Employed (QBSE), info640.

 

You can manually add the bank transaction into QBSE.

 

Here's how:

 

  1. Click Transaction on the top menu.
  2. Choose Add Transaction.
  3. Enter the amount and description.
  4. Browse the Select a category menu and choose the best option to organize your transaction.
  5. If you have a receipt, you can drag and drop it onto the form.
  6. Once done, click Save.

 

QBSE Transaction 1.PNG

 

QBSE Transaction 2.PNG

 

For more details about adding transaction into your account, you can check out this article:

Manually add transactions in QuickBooks Self-Employed.

 

Then, match the receipt you've created into your account.

 

I have an article here about creating and using rules to quickly categorize recent and past transactions: Create rules to speed up reviews in QuickBooks Self-Employed.

 

Keep me posted if you need anything else with Online banking. I'll be here to help.

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