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January 22, 2020
Question

I DO NOT KEEP A SALES LEDGER. HOW DO I POST BANKINGS MANUALLY

  • January 22, 2020
  • 1 reply
  • 1 view
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1 reply

Level 14
January 22, 2020

Hi Colinhessey, 

 

The way in which you do the banking manually is to download the statement from your bank, make sure it only has the columns for date, amount and description- delete anything else, save it as a csv file, one this is done if you go into your QuickBooks>banking >click file upload and browse and find the file select it>then next>select the account>next>file in the fields> then next then it will show all the transactions then next again>it will tell you how many are coming though then click yes>then lets go. this will then bring all your transaction in to QuickBooks in to the for review section.