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coolgardiersl-gm
Level 1

I want to add transactions to an account, I have Bank Transactions open, how?

I cannot download from my bank. I need to add transactions, how?
1 Comment 1
MAnneJ
QuickBooks Team

I want to add transactions to an account, I have Bank Transactions open, how?

You can manually add transactions to an account in QuickBooks Online, Coolgardiers. Let me provide some details about this.

 

Have you received any error messages while downloading from your bank? You can add a screenshot about this, as it'll help me identify the cause of the issue.

 

If the download or banking options are not visible, we can manually input the transactions, such as invoices, sales receipts, or estimates.

 

Meanwhile, you can directly add a transaction to the account. Follow these steps:

 

  1. At the top, select the dropdown menu to add a Journal entry, Deposit, or Cheque.
  2. If the dropdown menu is not visible, press Ctrl + Alt + N.
  3. Choose the type of transaction you want to add.
  4. Fill out the necessary details to complete the transaction.
  5. Once done, click Save.

 

Moreover, you might want to check this article and learn how to categorise transactions uploaded to QuickBooks Online: Categorise online bank transactions in QuickBooks Online.

 

I'm available in the comments if you have additional questions about managing your bank register. Have a great day.