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dpfrey66
Level 2

Do all manually entered transactions ( as opposed to the ones synced from my connected accounts)automatically get listed under the "Cash" account? Thanks, David

I have a connected account that wont sync more than 6 months back and they also can not export via .csv. So i have to manually enter. They all show up under "Cash" when I enter them, not with the rest of the synced transactions for that account. Is that correct or am i missing something?
Solved
Best answer February 23, 2021

Best Answers
ReymondO
QuickBooks Team

Do all manually entered transactions ( as opposed to the ones synced from my connected accounts)automatically get listed under the "Cash" account? Thanks, David

Hey there, @dpfrey66.

 

Yes, Self Employed (QBSE) does have a default cash account. Once you manually enter your transactions, the program will automatically create and add them to this account.

 

Thus, there's no need for you to worry since what you've done is correct. 

 

You can also read this article about adding transactions in QuickBooks Self-Employed. It'll walk you through the steps on how to track your income and expenses.

 

Get back to me anytime if you have any more questions with regards to managing your transactions in QBSE. I'll be happy to help.

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4 Comments 4
Fiat Lux - ASIA
Level 15

Do all manually entered transactions ( as opposed to the ones synced from my connected accounts)automatically get listed under the "Cash" account? Thanks, David

Other than CSV, which file format do you can get from your bank?

ReymondO
QuickBooks Team

Do all manually entered transactions ( as opposed to the ones synced from my connected accounts)automatically get listed under the "Cash" account? Thanks, David

Hey there, @dpfrey66.

 

Yes, Self Employed (QBSE) does have a default cash account. Once you manually enter your transactions, the program will automatically create and add them to this account.

 

Thus, there's no need for you to worry since what you've done is correct. 

 

You can also read this article about adding transactions in QuickBooks Self-Employed. It'll walk you through the steps on how to track your income and expenses.

 

Get back to me anytime if you have any more questions with regards to managing your transactions in QBSE. I'll be happy to help.

View solution in original post

dpfrey66
Level 2

Do all manually entered transactions ( as opposed to the ones synced from my connected accounts)automatically get listed under the "Cash" account? Thanks, David

Unfortunately GoBank doesn’t have any format to download transactions. The only thing I can do it download the monthly statements. They weren’t even able to connect with QuickBooks until last year. 

MariaSoledadG
QuickBooks Team

Do all manually entered transactions ( as opposed to the ones synced from my connected accounts)automatically get listed under the "Cash" account? Thanks, David

Let me provide you some information about downloading transactions in QuickBooks Online, dpfrey66.

 

Each bank formats CSV files differently. Since Gobank doesn't have any format that you can use to download bank transactions, you'll want to double-check if you'll be able to copy the data from your statement to Excel and save it as a CSV file so you'll be able to import them in QuickBooks Self-Employed (QBSE). You can follow the steps below to import transactions:

  1. Go to the Profile ⚙ icon and select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

In addition, you'll need to categorize each transaction each time you enter them in QBSE.

 

Reach out to us if there's anything else that you need help with your bank transaction. We'll always make sure to get you covered so let us know if you have additional questions.

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