QuickBooks Team

Other Questions

Hi DSG1,

 

My goal is to make sure you enjoy the awesome features offered in QuickBooks Online without any worries. I'll be happy to share more information about this so you can continue managing your books with peace of mind. 

 

I appreciate the amount of time you've invested into this already. Based on the troubleshooting steps you've sent above, I can say that you've searched in the right places. Another place I'd recommend checking is via the Advanced Search which you can find by clicking the Magnifying Glass on your QBO account. If you don't find anything there, I encourage you to review this helpful article which shows you how to: Search for transactions.

 

The good news is there are several ways to add transactions to your account. You can create a sales form, like an invoice or sales receipt, to capture the entire business cycle. I'd recommend this method in most cases since it gives you the most flexibility and features. You can also add transactions manually while you're working in your account. This saves time if you're reviewing your chart of accounts and need to make a quick addition. Here's how to manually add transactions to an account.

 

Step 1: Open an account

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Find the account you want to review. If you're new to QuickBooks, select See your Chart of Accounts first.
  3. Select Account history from the Actions column.

Note: Not every account lets you add transactions directly.

 

Step 2: Add a transaction to the account

  1. At the very top of the list, select the Add journal entry, Add deposit or Add cheque ▼ dropdown. Tip: The menu can be hard to see - it's at just above the most recent transaction. You can also press Ctrl Alt + N.
  2. Select the transaction you want to add. 
  3. Fill out the fields to complete the transaction.
  4. When you're done, select Save.

It's always best to reach out to your accountant for expert advice on how to enter this transaction. If you're not in contact with one, I encourage you to search for one on our website using this link here. Based on what you've described, I encourage you to check out this helpful article which shows you how to : Categorize and match online bank transactions in QuickBooks Online.

 

If you still have questions after checking out these article, feel free to leave a comment below. I'll be here to assist. 

View solution in original post