I would like to enter my banking transactions manually, but it is wanting to export the information. How do I bypass this?

@llwhite0923 

There is no need for your bank connect tab if you want to enter it manually. It's easy to do.

Here is how to add banking transactions in QuickBooks Online. You've got a few options but the simple one is to use the Bank Register (aka Check Register) in QBO. 

Here's how:

First, add a new bank account from the Chart of Accounts. 

(From the left dashboard, select Accounting > Chart of Accounts > New

Account Type = Bank

Detail Type = Select one from the list

Name = Name of the bank

Save.

Now, you're ready to use the Bank Register and add transactions manually in the register.

(From the left dashboard > Accounting > Chart of Accounts page).

Select Bank account in question and click View Register under Action column.

Add transaction, all you have to do is select transaction type from the drop-arrow under the DATE column. The payment column is for entering expenses. The deposit column is for entering bank deposits. It should be simple and easy.

Hope this helps!

I’m happy to see you today, llwhite0923.

In addition to @vpcontroller answer, let’s go to the Chart of Accounts and then manually enter your bank transactions to bypass the export process.

Here's how:

1. Go to the Accounting menu and choose Chart of Accounts.
2. Selecting these actions will take you to the All Lists page.
3. From there, pick the bank you’re working on and then tap the link for View Register under the Action column.
4. When the Bank Register page opens, navigate to the Date column.
5. From there, click the drop-down below to select which transaction to enter. For example, Check, Deposit, etc.
6. This will expand the line where you can enter the information.
7. Once done, hit Save to record it.
8. Follow the same process to all entries you want to input in QBO.

For more details, check out the Add transactions to account registers article. It contains screenshots and steps on how to add/edit entries in the register.

I’m also adding some video tutorials to help get started recording transactions.

Would there be any issue in recording bank transactions with a journal entry instead? Would like cause any type of disconnect from other parts of QBO (i.e. reconciliations)? 

Would there be any issue in recording bank transactions with a journal entry instead? Would like cause any type of disconnect from other parts of QBO (i.e. reconciliations)? 

Would there be any issue in recording bank transactions with a journal entry instead? Would it cause any type of disconnect from other parts in QBO (i.e. reconciliations)? My client replies on the bank transactions and doesn't use the expense or income forms.

Hello there, vhinds. 

There's be no disconnections when we create a journal entry. Let's just make sure to use the correct account to post the transactions. I suggest consulting an accountant so that you don't mess up your books. 

Here's how to create a journal entry: 

1. Go to the + New button.
2. Click Journal entry. 
3. Select the correct account and amounts. 
4. Click Save and close.

You can check out this article for more details on how to reconcile accounts. 

Let me know if you have other questions. Just leave a reply below. Take care!

Hi  I keep reading this View Register / Bank Register term in all solutions for manual entering Bank transactions but cannot find this View Register in QBO. All I have if I follow the path: Accounting>Chart of Accounts>All Lists come up but all of them have "Account History" on far end of the respective account under ACTIONS. Where is this "View Register' option. Tks

Hi Hom!

The View Register is an option to click when you want to open a balance sheet account in the Chart of Accounts. That's what you want to click when you enter transactions within the register. If you don't see it, you can just double-click the account to open and enter transactions to it.

If you're not a Master Admin user, you can ask the Master Admin to modify your access to view transactions in the register.

Please go back to this thread if you need more help. Have a good one!