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pama_finance
Level 1

Can you manually enter bank transactions without downloading the file from the bank directly?

 
1 Comment 1
MaryAnn_E
QuickBooks Team

Can you manually enter bank transactions without downloading the file from the bank directly?

Good day, @pama_finance.


To manually enter bank transactions, you can add them directly to an account register. Let me give you steps to follow how to do it.

 

Here's how:

  1. Go to the Gear icon.
  2. Below Your Company, choose Chart of Accounts.
  3. Choose an account and click View register.
  4. From the Add transaction drop-down menu, choose the transaction type.
  5. Fill in the necessary fields and add the information of the transaction.
  6. Once done, hit Save.


If you want to modify transactions in your account registers so you can review them refer to this link for some details: Find, review, and edit transactions in your account register.


Please let me know if you need anything else. You can add more details by posting a comment below.

 

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