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December 2, 2021
Question

How to record an automatic withdrawal?

  • December 2, 2021
  • 1 reply
  • 1 view
We are not connected to bank.

1 reply

Jessica_young
Level 4
December 2, 2021

I can help with this @userchuckdechene62.

 

You'll want to head to the Chart of Accounts and then manually enter your bank transactions there.  Here's how:

  1. Go to the Accounting menu and choose Chart of Accounts.
  2. Selecting these actions will take you to the All Lists page.
  3. From there, pick the bank you’re working on and then tap the link for View Register under the Action column.
  4. When the Bank Register page opens, navigate to the Date column.
  5. From there, click the drop-down below to select which transaction to enter. For example, Check, Deposit, etc.
  6. This will expand the line where you can enter the information.
  7. Once done, hit Save to record it.
  8. Follow the same process for all entries you want to input in QBO.

I'm including a few helpful articles as well:

Let me know what other questions you have, I'm here to help!