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timbervalley
Level 1

How do i manually enter a bank statement

 
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RCV
QuickBooks Team
QuickBooks Team

How do i manually enter a bank statement

Let me provide you some options on how to enter a bank statement in QuickBooks Online (QBO), timbervalley.

 

You can enter the bank statements by clicking the New Plus (+) sign, through the register, or on the transaction screen.

 

To learn more about how to navigate and create transactions, you can visit the article below that shows video tutorials: https://quickbooks.intuit.com/tutorials.

 

If you want to enter a transaction directly to the register, please follow these steps:

 

  1. Click the Gear icon.
  2. Below Your Company, select Chart of Accounts.
  3. Choose an account and hit View register.
  4. Click the drop-down arrow below the Date column, then enter the details in the fields provided.
  5. Tick Save.

You can also use the WebConnect feature to manually upload the bank transactions into QBO.

 

I've got a link here where you can find articles about managing bank transactions: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Online.

 

Feel free to reply to this post if you need a hand with reconciling your bank statements. I'm glad to help.

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