Hello Community users, we just wanted to pop onto this thread and add some further detail on ways to manually add bank transactions into QuickBooks Online.
We can manually add transactions to a bank account using the Create + icon or through the Chart of Accounts. I'll be more than happy to walk you through in doing it.
Choose the appropriate account, then hit View register.
Select the transaction type you want to add from the Add transaction drop-down menu.
Enter the necessary information.
Hit Save.
To check if we successfully added transactions to a bank account, we can go to Reports and select Transaction Detail by Account Report.
You can also add transactions via a CSV of downloaded transactions from your bank in the banking section, and attach which chart of account you want those transactions to hit, more details can be found on thathere
Any queries or questions on this please do not hesitate to ask! We'd be happy to answer them.
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