QuickBooks Team
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Re: Client Accounts

Greetings, phils673.

 

I appreciate your prompt response concerning the paper statements.

 

To enter transactions directly into the bank register, you'll need to make sure your bank is listed under the Chart of Accounts. For more information about how you can add the transactions, please follow the outlined steps in this article:

 

How do I add transactions to my bank register?.

 

If your bank isn't listed under the Chart of Accounts, you can create it by following these steps:

 

1. Click the Gear icon.

2. Select Chart of Accounts.

3. Click New in the upper-right corner.

4. Enter necessary information.

5. Click Save and Close.

 

Please don't hesitate to reach out if you have any questions concerning QuickBooks Online. I'll be around to help.