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turquoiseturtlec
Level 1

How do I enter transactions into my books manually?

I need to be able to enter cash transactions into my accounts income and expenses. How do I do that?
2 Comments 2
SirielJeaB
Moderator

How do I enter transactions into my books manually?

There are different ways to enter cash transactions in your income and expense accounts, turquoise. I'm here to help you with how to do it.

 

You can create a journal entry, bank deposit, or cheque to add transactions to an account. Here's how:

 

  1. Click the + New option at the top. 
  2. Choose the Journal entry or Bank deposit under OTHER or Cheque under SUPPLIERS.
  3. Fill in the necessary fields.
  4. Select the income or expense accounts.
  5. Tap Save.

 

For detailed guidance on making each activity, check out these articles:

 

 

I also suggest reaching out to your accountant for accurate recordkeeping.

 

You can also find, review, and edit transactions in the account history to track all past and current transactions associated with the account. 

 

I'll be sure to circle back if there's anything else you need to know about handling transactions and accounts in QuickBooks Online. I'm available 24/7 to share the information and resources you need. Keep safe.

turquoiseturtlec
Level 1

How do I enter transactions into my books manually?

Thank you.