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parkerhereautore
Level 1

How do you manually add income? It didn't show all of my income when I linked my bank account

 
2 Comments 2
Rustler
Level 15

How do you manually add income? It didn't show all of my income when I linked my bank account

income comes from sales.  Sales should be entered as such and not dependent on the banking download

 

The work flow is and has always been, enter transactions, download banking and match

RoseJillB
QuickBooks Team

How do you manually add income? It didn't show all of my income when I linked my bank account

I can help you with manually adding transactions in QuickBooks Online, @parkerhereautore.

 

If your online banking is connected to your QBO account, it will automatically download the transactions. Depending on your banking institution, transactions that are older than 90 days will not be included. To add the missing transactions, you can follow the steps outlined below:

 

Take note that the account register allows you to add transactions directly.

 

  1. Go to the Gear icon, and select Chart of accounts.
  2. Look for the account register where you want to add the transactions.
  3. Click the View register from Actions column.
  4. Select the Add journal entry, Add check, or Add deposit dropdown menu at the very top of the list.
  5. Choose the type of the transaction you want to add.
  6. Fill out the necessary fields, and select Save.

 

You can also check out this article if you want to add multiple transactions by importing them using a CSV file in QuickBooks Online (QBO): Manually upload transactions into QuickBooks Online.

 

I also added the following articles for your reference when categorizing transactions and reconciling your account in QuickBooks Online:

 

 

Let me know if you need further assistance with your transactions. I’ll be around the corner to assist you. Have a great day!

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