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Hi, @aaronjhutch.
I'm here to help you how to enter banking transactions manually in QuickBooks Self-employed.
If there are missing data, QuickBooks enables us to enter the transaction. Please follow me, and I'll guide you through the process.
You may also review this article for additional reference: Categorize transactions in QuickBooks Self-Employed.
If you need help with splitting a transaction into multiple categories, use this link as your guide: Split transactions in QuickBooks Self-Employed.
I can help you with aside from working with your bank account and transactions, please let me know by leaving a comment using the Reply option below. Take care always!
Thank you for the reply. My concern is that other transactions are missing without my knowledge. If one is missing, maybe there are many. Is there a reason QBSE misses some credit card transactions?
Hi aaronjhutch,
Transactions will be deleted if you disconnect your credit card account. However, if you select a specific filter, like a date range, an account, or type, only those that don't belong to the filter will be removed. Set your filters to All to start checking this out.
Let me know what you'll find out or if you have additional concerns. Take care and have a good one!
Thanks for the information about how to add missing transactions. For the 1st time in a year, we are missing a handful of transactions in QBO from American Express and are having to manually add them.
Thanks for getting back here in the thread, @BNA-Rookie.
I'm glad that my colleague was able to help you add the missing transactions back to your QuickBooks Self-Employed (QBSE) company. It's always a pleasure to us, the support when things like this happen.
Know that you are welcome to post here again if you have any additional QuickBooks-related concerns. The Community space is open 24/7, and we'll be happy to assist you once again.
Take care, and have a nice day, @BNA-Rookie.
These instructions seem out of date as I can not find the opt ot ADD TRANACTION in the Transaction menu.
Good evening, @Traisk22.
Welcome to the Community! Let's work together to figure out why you don't have the Add Transaction feature in QuickBooks Self-Employed.
My colleague steps and post are in fact dated back 3 years. However, when opening our test QBSE account, the Add Transaction button in the top right-hand corner is still available.
Can you provide me with a screenshot of what your screen shows when going to the "Transactions" tab on the left-hand menu bar? In the meantime, review this guide about manually adding transactions in your QBSE account.
I'll be waiting for your response!
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