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bdy-kmv
Level 1

I don't really want to connect to my bank account, but would like to maintain my register, write and record checks, etc. Can I do this without connecting?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

I don't really want to connect to my bank account, but would like to maintain my register, write and record checks, etc. Can I do this without connecting?

You don't have to use the bank feeds feature to update your bank register automatically. You can import the QBO files into your account manually. If your bank only provides other file formats (e.g PDF), you may utilize a 3rd party tool to convert it to QBO.

https://www.moneythumb.com/?ref=110

 

Charies_M
Moderator

I don't really want to connect to my bank account, but would like to maintain my register, write and record checks, etc. Can I do this without connecting?

It's my pleasure to assist you today, bdy-kmv.

 

Yes, you can maintain your register, write and record checks, and other transactions without connecting your bank account. To achieve this, you'll want to manually input and record them in QuickBooks Online (QBO).

 

To manually add bank transactions, you can download a CSV file from your bank and upload them manually into QuickBooks, Manually upload transactions into QuickBooks Online.

 

For Checks and other transactions, you can use the + New button above the Dashboard menu. This will show you the list of transactions you can create in the system. It's a one-stop section you can go to if you need to input data in your company.

  1. Sign in to your QuickBooks account.
  2. Click the + New option in the upper-left corner.
  3. Select the transaction you want to create manually. (Example: Check)

You might also need this article if you want to add transactions directly to an account register: Manually add transactions to account registers in QuickBooks Online.

 

All you want to learn about using QuickBooks Online can also be found in this guide: Learn about QuickBooks Online with how-to videos.

 

Of course, you're always welcome to visit us again if you need help. It will be my pleasure. Stay safe and have a great day ahead!

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