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My bank account is not linked to QB. I need to enter a bank fee charge. How can I get that entered into my bank register w/o reconciling?

 
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Best answer June 19, 2020

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QuickBooks Team

My bank account is not linked to QB. I need to enter a bank fee charge. How can I get that entered into my bank register w/o reconciling?

Good afternoon, @pamelac1.

 

Thanks for reaching out to the Community. I'd be happy to help you with recording a bank fee. 

 

When you enter your bank fees at the beginning of your reconcile, it's creating an expense transaction. Since you mentioned your bank isn't connected, you can create an expense for those fees, and here's how: 

  1. Select the +New option in the left corner. 
  2. Choose Expense, then choose the Payment account
  3. Click on an expense account category such as Bank charges
  4. Enter the amount and key in the rest of the information. 
  5. Go to Save & Close when you're done. 

 

For additional information on creating expenses in QuickBooks Online, you can refer to this article: Enter, edit, or delete expenses in QuickBooks Online.

 

If you have any more questions, I'm always here to help. Have a safe and productive weekend ahead!

 

 

View solution in original post

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Highlighted
QuickBooks Team

My bank account is not linked to QB. I need to enter a bank fee charge. How can I get that entered into my bank register w/o reconciling?

Good afternoon, @pamelac1.

 

Thanks for reaching out to the Community. I'd be happy to help you with recording a bank fee. 

 

When you enter your bank fees at the beginning of your reconcile, it's creating an expense transaction. Since you mentioned your bank isn't connected, you can create an expense for those fees, and here's how: 

  1. Select the +New option in the left corner. 
  2. Choose Expense, then choose the Payment account
  3. Click on an expense account category such as Bank charges
  4. Enter the amount and key in the rest of the information. 
  5. Go to Save & Close when you're done. 

 

For additional information on creating expenses in QuickBooks Online, you can refer to this article: Enter, edit, or delete expenses in QuickBooks Online.

 

If you have any more questions, I'm always here to help. Have a safe and productive weekend ahead!

 

 

View solution in original post

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