cancel
Showing results for 
Search instead for 
Did you mean: 
lara2
Level 1

I opened a new bank account, closed old one. Unfortunately, a few transactions occurred since on closed account. How do I record those manually?

 
2 Comments 2
john-pero
Community Champion

I opened a new bank account, closed old one. Unfortunately, a few transactions occurred since on closed account. How do I record those manually?

"+" button

Checks, Expenses, Deposits


Rasa-LilaM
QuickBooks Team

I opened a new bank account, closed old one. Unfortunately, a few transactions occurred since on closed account. How do I record those manually?

Thanks for being part of the Online family, lara2.


I’d be delighted to help input transactions that are coming from the closed account.


In addition to @John-pero’s answer, you can also use the WebConnect feature if the account is connected online. However, if you’re only changing the bank , then go back to the Chart of Accounts and update the information.

 

Here's how:

 

  1. Go to Accounting on the left panel.
  2. Select Chart of Accounts.
  3. Choose the bank you’re working on, then click on the drop-down and select Edit.
  4. In the Account window, edit the bank information.
  5. Then click on Save and Close.

This process saves you time since you don’t have to manually enter the transactions.

 

I’ve attached articles that contains detailed instructions on how manually enter transactions.

If there's anything that I can help you with, mention my name and I'll get back to assist you further. Wishing you the best.

 

 

 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up