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Toni O
Level 2

Manually add a transaction

Hi there

 

I'm trying to add a transaction manually and found this help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-transactions/manually-add-transa...

 

It says:

On a web browser

  1. Go to the Transaction menu and select Add Transaction.

 

In my interface there is no such option under the "Transaction" menu (the flyout from the left hand menu) and there's nothing under the "New" menu on the left either.

 

Am I missing something?  I must be looking in the wrong place.

Solved
Best answer 2 weeks ago

Best Answers
Rasa-LilaM
QuickBooks Team

Manually add a transaction

Let's head to the Bank Account History screen to enter your transactions, Toni O. I'd be glad to walk you through the steps to get there.

 

First off, the instructions outlined in the article are used for QuickBooks Self-Employed. QuickBooks Online (QBO) provides multiple ways to record your business transactions. You can create an invoice or sales receipt to track them.

 

In addition, let's open your register to add your entries. Here's how:

  1. Navigate to the Transactions menu on the left panel in your company and choose Chart of Accounts to open the Transactions screen.
  2. From there, select the account you wish to record the entry.
  3. Click the Account history link under the Action column.
  4. On the Bank Account History screen, click the drop-down arrow below the Date section and select the transaction type from the list: Cheque, Deposit, Sales Receipt, Receive Payment, Bill Payment, Refund, Expense, Transfer, and Journal Entry.
  5. This action will open a line that lets you input the entry details.
  6. Fill in the fields with the correct information.
  7. Press the Save button to keep the transaction.

Perform the same steps if you're trying to add another entry. For more in-depth insights into this article, refer to this link: Manually add transactions to accounts in QuickBooks Online.

 

In case you'd like to make a quick edit to your transactions or remove them from the account, click each link below for detailed instructions:

 

I've included some resources to visually guide you through the process of performing some of your accounting tasks, and balancing your accounts:

Keep me posted if you need further assistance navigating QBO or additional questions tracking your business data. The Community is always ready to provide the guidance you need.

View solution in original post

3 Comments 3
Rasa-LilaM
QuickBooks Team

Manually add a transaction

Let's head to the Bank Account History screen to enter your transactions, Toni O. I'd be glad to walk you through the steps to get there.

 

First off, the instructions outlined in the article are used for QuickBooks Self-Employed. QuickBooks Online (QBO) provides multiple ways to record your business transactions. You can create an invoice or sales receipt to track them.

 

In addition, let's open your register to add your entries. Here's how:

  1. Navigate to the Transactions menu on the left panel in your company and choose Chart of Accounts to open the Transactions screen.
  2. From there, select the account you wish to record the entry.
  3. Click the Account history link under the Action column.
  4. On the Bank Account History screen, click the drop-down arrow below the Date section and select the transaction type from the list: Cheque, Deposit, Sales Receipt, Receive Payment, Bill Payment, Refund, Expense, Transfer, and Journal Entry.
  5. This action will open a line that lets you input the entry details.
  6. Fill in the fields with the correct information.
  7. Press the Save button to keep the transaction.

Perform the same steps if you're trying to add another entry. For more in-depth insights into this article, refer to this link: Manually add transactions to accounts in QuickBooks Online.

 

In case you'd like to make a quick edit to your transactions or remove them from the account, click each link below for detailed instructions:

 

I've included some resources to visually guide you through the process of performing some of your accounting tasks, and balancing your accounts:

Keep me posted if you need further assistance navigating QBO or additional questions tracking your business data. The Community is always ready to provide the guidance you need.

Toni O
Level 2

Manually add a transaction

Thanks so much for clarifying @Rasa-LilaM 

It seems that the article I found when searching was

Manually add transactions in QuickBooks Self-Employed

whereas the one you sent was

Manually add transactions to accounts in QuickBooks Online

That would explain why I couldn't see the correct menus and dropdowns.

Thanks again 🥳

VoltF
QuickBooks Team

Manually add a transaction

Hi there, Toni O.

I'm glad to know that my colleague was able to provide the appropriate workaround for manually adding bank transactions in QuickBooks Online.

Please let me know if there's anything else you need help with other concerns. Have a great day!