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groomsbyaimz-gma
Level 1

Does anybody know how to manually add in transactions from a closed bank account? I changed business names and the bank made me close my previous account. Thanks!

 
3 Comments 3
ReymondO
QuickBooks Team

Does anybody know how to manually add in transactions from a closed bank account? I changed business names and the bank made me close my previous account. Thanks!

Good day, @groomsbyaimz-gma.

 

You can still manually import your bank transactions into QuickBooks even though your account is already disconnected. Just make sure that the bank account is still active in your Chart of Accounts.

 

This way, you can bring your transactions to the program. Here's how:

 

  1. Go to Settings and select Import data.
  2. Choose Bank data.
  3. Click Browse and select the file you downloaded from your bank. 
  4. Select Next.
  5. In the QuickBooks account drop-down list, choose the account you want to upload the transactions into.
  6. Continue by selecting Next.
  7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then select Next.
  8. Choose the transactions you would like to import and click Next.
  9. Select Yes and when you're ready, click Let's go.

Once your transactions are in QuickBooks, it's time to match and categorize them. The transactions go into your accounts after you review them.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions in regards to banking. I'm always ready to help. Have a great weekend.

groomsbyaimz-gma
Level 1

Does anybody know how to manually add in transactions from a closed bank account? I changed business names and the bank made me close my previous account. Thanks!

Thanks for your feedback, however, I don’t think that will help me.  The bank account that is closed was never linked to QuickBooks, so there is no record of it in the system.  I have a printed transaction history from that bank account that I would like to manually add in, but it will not allow me to as there is no bank account to link the transaction to.  Do you know how to fix this issue?

AbegailS_
QuickBooks Team

Does anybody know how to manually add in transactions from a closed bank account? I changed business names and the bank made me close my previous account. Thanks!

Thanks for reaching out to us, groomsbyaimz-gma.

 

I'll be glad to help you manually add your bank transactions.

 

Since the bank account is already closed, and it's not linked in QuickBooks online, you can create an excel file containing the following details of the transaction date, description, deposit, withdrawal if you have those specific transactions.

 

Select the mapping option when uploading the transaction depending on the format that you want then save it as a CSV file.

 

See this reference to know more about CSV. files: Import bank transactions from .CSV to QuickBooks.

 

Don't hesitate to get back to us if you need clarifications. Have a nice day!

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