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Moses-Lubemba
Level 1

how do I enter transactions using Quickbooks online?

 
1 Comment 1
Raldwin_D
QuickBooks Team

how do I enter transactions using Quickbooks online?

Hello there, Moses.

 

QuickBooks Online (QBO) is built around core forms that make recording transactions straightforward, and I’ll provide you with more information on how to enter transactions in QBO.

 

First off, you can enter transactions in QBO by manually creating them by hovering over the +Create icon and selecting the transactions you wish to create.

 

For example, here's how you create an invoice:

 

  1. In your dashboard, hover over the +Create icon.
  2. Click Invoice.
    image.png
     
  3. Fill in the necessary information for your invoice.
  4. Hit Save or Review and send once done.
    image.png

 

Furthermore, if you want to add transactions directly from your bank, you can connect your bank account in QuickBooks Online. Once connected, your bank transactions will be automatically imported into QBO, saving you time on manual entry. You can refer to this resource article for more information: How to connect bank accounts and manage imported transactions in QuickBooks Online.

 

Alternatively, if you prefer not to connect your bank, you can manually upload transactions into QBO by either uploading an account statement from your bank or a list of transactions.

 

Feel free to leave a comment below if you have further concerns or need additional help.