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Jo062
February 20, 2023
Question

I have Deposits that didn't download from my bank and I need to know how to manually add deposits,

  • February 20, 2023
  • 1 reply
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1 reply

AileneA
February 27, 2023
Hello, Jo062. 
 
I've got all the information you need to bring those deposits into QuickBooks Online.To confirm, are those transactions already seen on your bank website when you log in? If so, you can manually upload them using a CSV file. Let me guide you through the steps: 
 
  1. Go to the Transactions tab, and select Banking.
  2. Click on the Link account dropdown and choose Upload from file.
  3. Click the Drag and drop or select files button, then select the file you downloaded from your bank. Then select Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then select Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then click Continue.
  6. Select the transactions
  7. Select Yes, then Done.
 
Otherwise, you'll have to add them manually into the system. Here's how: 
 
  1. Click the +New button and select Bank deposit.
  2. Choose your bank account and enter the Date.
  3. Go to the Add funds to this deposit section.
  4. Enter the necessary information.
  5. Select Save and new, or Save and close.
 
To learn more about creating a bank deposit, see this article: Record and make Bank Deposits in QuickBooks Online.In addition, I'm adding these resources that may come in handy in organizing your transactions in QBO: 
 
 
Please let me know if you have any other questions about recording deposits. I will still be here to help.
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