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wowliving7
Level 1

How do I input older bank transactions manually?

 
3 Comments 3
john-pero
Community Champion

How do I input older bank transactions manually?

Upper left, Add New

 

Checks

 

Expenes

 

Deposits

 

Sales receipts

 

wowliving7
Level 1

How do I input older bank transactions manually?

Thanks.  I was able to type several transactions in the bank register part.  But they didn't show up with the other transactions I had uploaded from my bank.  Help!

AlexV
QuickBooks Team

How do I input older bank transactions manually?

Hi there, wowliving7.

 

The best way to bring in older bank transactions to QuickBooks Online is to upload either QBOCSV, or QFX file. We can get these files from your bank's website.

 

Please check this link for the detailed steps: Manually upload transactions into QuickBooks Online.

 

If you manually recorded the transaction individually, we need to make sure that the dates are correct. It should match your bank statement. You'll want to review them again to make sure everything's correct.

 

I've included these articles for more details on how to handle downloaded bank transactions:

Leave a comment again if you need anything else. Have a great day!

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