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charles18
Level 1

I'd like to access my bank register and manually input my last 11 mos of transactions that my bank cannot provide in any format applicable for QB South Africa online.

 
1 Comment 1
SarahannC
Moderator

I'd like to access my bank register and manually input my last 11 mos of transactions that my bank cannot provide in any format applicable for QB South Africa online.

Hello charles18,

 

You can enter those transactions in QuickBooks by going to the Chart of Accounts. All you have to do is select the bank account. If you don't have a bank account, you can create one.

 

Here's how:

 

  1. Go to Accounting on the left panel.
  2. Enter Account Type, Detail Type, and Name.
  3. Click Save and Close.

 

Once done, you can now manually enter them one by one. Please follow the steps below:

 

  1. Follow the first step above.
  2. In the Chart of Accounts, select the bank.
  3. Click Account History under the Action column.
  4. Click the drop-down arrow below the Date column.
  5. Select a transaction type.
  6. Enter the transaction.
  7. Then, click Save.

 

You'll want to read these articles in your spare time about QuickBooks Chart of Accounts and how to organize them.

 

Please let me know if you need more help with QuickBooks accounts.