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michaelvan
Level 1

Can I manually add credit card transactions in QA Online?

I am reconstructing my QB and am missing 9 months of credit card transactions from 2024. Chase online does not give me the option to export QBO files for select months in the past. How do I add them manually?

4 Comments 4
SIAB
Level 7

Can I manually add credit card transactions in QA Online?

What file format can you download from your bank? csv, pdf or else?

michaelvan
Level 1

Can I manually add credit card transactions in QA Online?

I have the pdfs of the statements, but cannot see a way to manually add transactions to the credit card account in QB.

SIAB
Level 7

Can I manually add credit card transactions in QA Online?

You can use pdf2qbo converter tool as a workaround.

https://www.moneythumb.com/?ref=110

 

CamelleT
Moderator

Can I manually add credit card transactions in QA Online?

Yes, you can manually add credit card transactions, Michael.

 

Since you're missing 9 months of entries from 2024 and your financial provider doesn't offer .qbo file exports for specific months in the past, consider checking if your bank allows you to download the data as a CSV file. If so, you can manually upload  it into QuickBooks Online (QBO).

 

If you have PDF statements for the missing months, you can also import them directly. Our AI extracts the info from the account statements and imports it into QBO. 

 

You can refer to this article for more details about this process: Manually upload transactions into QBO.

 

However, if you'd prefer to manually enter the transactions into QBO. Follow the steps below:

 

  1. Click the Gear icon and select Chart of accounts.
    image.png
  2. Find the credit card account and select View register. (Please know that not every account register lets you add transactions directly.)
     
    image.png
  3. At the very top of the list, click the Add check dropdown menu.
    image.png
  4. Select the type of transaction you want to add.
  5. Fill out the necessary fields.
  6. When you're done, click Save.

 

If you have other questions, don't hesitate to add a reply.

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