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les-hughs-yahoo-
Level 1

How do I load bank info manually?

 
1 Comment 1
Jessica_young
QuickBooks Team

How do I load bank info manually?

Welcome to the Community, @les-hughs-yahoo-.

I am happy to show you today how we can manually add bank information!

First, if you haven't already, you'll need to add your bank account. If your bank account is already added, go ahead and skip to the next section on manually adding bank transactions.

  1. From the left menu, click Accounting.
  2. From this menu, select Chart of Accounts. Once there, click New, then fill out the Account TypeDetail Type, and Beginning Balance fields.
  3. Select Save.

Then, you're all set to manually add your transactions to this bank account! 

 

Here's how:

  1. Go to the Accounting menu and choose Chart of Accounts.
  2. Selecting these actions will take you to the All Lists page.
  3. From there, pick the bank you’re working on and then click the link for View Register under the Action column.
  4. When the Bank Register page opens, navigate to the Date column.
  5. From there, click the drop-down below to select which transaction to enter. For example, Check, Deposit, etc.
  6. This will expand the line where you can enter the information.  Once done, click Save to record it.
  7. Follow the same process to all entries you want to input in QBO.

If you need anything else, please reach out.  I'm happy to help. Take care!

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