QuickBooks HelpQuickBooksHelpIntuit

Manually add transactions to account registers in QuickBooks Online

by Intuit Updated 3 weeks ago

Learn how to add transactions directly to an account register.

In Quickbooks, there are multiple ways to enter and track transactions. You can create a sales form, like an invoice or sales receipt, to capture the entire business cycle. We recommend this method in most cases since it gives you the most flexibility and features.

You can also add transactions manually while you're working in your account register. This saves time if you're reviewing your chart of accounts and need to make a quick addition. Here's how to manually add transactions to an account register.

Step 1: Open an account register

  1. Go to Settings ⚙ and select Chart of accounts.
    Tip: You can also select Chart of accounts from the Transactions tab in the MENU dropdown.
  2. Find the account register you want to review.
  3. Select View register from the Actions column.

Note: Not every account register lets you add transactions directly.

Step 2: Add a transaction to the account register

  1. At the very top of the list, select the Add journal entry, Add check, or Add deposit ▼ dropdown menu.
  2. Select the type of transaction you want to add.
    This shows the drop down menu at the top of a register list. You can quickly add transactions from this menu.
  3. Fill out the fields to complete the transaction.
  4. When you're done, select Save.

Next Steps: Edit transactions in a register

Here's how to find or edit transactions in an account register.

QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online LedgerQuickBooks Online PlusQuickBooks Online Simple Start

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this