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wrightchoice18-g
Level 1

How can I make my manually entered transactions show without connecting a bank account?

 
3 Comments 3
Mark_R
QuickBooks Team

How can I make my manually entered transactions show without connecting a bank account?

Your confusion ends here, @wrightchoice18-g.

 

Allow me to fill you in on everything you need to know about entering transactions in QuickBooks Self-Employed (QBSE).

 

When you add a transaction manually without a connected bank account, it'll be categorized under the Cash account by default. However, if you'd like to show you're manually added transactions to your bank account without connecting it, this option isn't available. You'll want to connect your bank account to QBSE to manage your transactions properly. For more guidance, feel free to check out this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Just in case you want to learn how to categorize your transactions correctly, you can read this article here for detailed information.

 

Please post a reply below if you have other concerns with your transactions in QuickBooks Self-Employed. I'll be more than happy to assist you again. Have a great day and take care always.

tarannum
Level 2

How can I make my manually entered transactions show without connecting a bank account?

@wrightchoice18-g 

Hi,

You need to import transactions manually.

First, create a bank account in the chart of accounts.

Then, import the CSV file via import statement options at the banking screen.

Select the bank account you created before. 

Once, the import is complete, you can see the transactions. 

Let me know if this helps. 

Tarannum

Fiat Lux - ASIA
Level 15

How can I make my manually entered transactions show without connecting a bank account?

@wrightchoice18-g 

You may download the bank statements and utilize the converter app.

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

 

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