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March 29, 2026
Question

I am new to Quickbooks and I need to manually enter my old visa transactions. How do I do this?

  • March 29, 2026
  • 1 reply
  • 0 views

manually entering transactions

1 reply

QuickBooks Team
March 29, 2026

Welcome to the Community, @highpockets. You can manually enter transactions in QuickBooks Online (QBO) by navigating to the + Create icon.

 

Go to + Create icon> Expense (or Cheque if paid by cheque). Select your Visa account as the payment account. If it's not added yet, click the + Add new to add your account. After that, fill in all the necessary fields, then Save and close.

 

If these are credit card purchases, you can also use + Create icon> Credit card credit.

 

You can visit this article for further guidance on categorizing transactions: Categorize online bank transactions in QuickBooks Online.

 

If you have any additional questions or need clarification, leave a comment below.