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DKP2
February 11, 2021
Question

CAPTURE BANK STATEMENTS MANUALLY

  • February 11, 2021
  • 1 reply
  • 0 views

Hi Please advise how do I capture my bank statements manually without connecting to my bank or using the csv / txt upload file option. thank you

1 reply

A
AileneA
February 11, 2021

Hello, DKP2. 

 

You can download your bank statement directly from your financial institution. Just log in to your bank website, from there you can import it to excel. 

 

Here are some helpful references that you can check out about using the online banking feature, as well as importing bank data manually in QuickBooks: 

 

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

D
DKP2Author
February 11, 2021

Thank you for your response.

 

Is there no way to do it manually without importing or uploading?  I do not want to import or upload, I want to do it manually. 

 

Kind regards

AlexV
AlexV
February 11, 2021

Let me share more details about bank transactions, DKP2.

 

The easiest and most convenient way to bring in and categorise your bank transactions is to link your bank or upload a file. However, you still have an option to manually record them.

 

You can record the sales transactions using either invoice or sales receipt. The bills, cheques, and expenses are for expenses or money out transactions.

 

Please note that you still need a copy of your bank statement when you reconcile your accounts. You'll use it to compare the actual versus the entries in QuickBooks Online so they'll be in balance.

 

Leave a comment again if you need anything else. Have a great day!

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