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R
REB1952
November 4, 2021
Question

Manual Bank Entries

  • November 4, 2021
  • 1 reply
  • 0 views

I was unable to upload my bank entries for June/July because my bank will only go back 90 days. So I entered them all manually by going to Accounting - Chart of Accounts. 

I then selected my bank account and entered all the receipts and payments manually. However all these manual entries do not know appear in any of my reports. What am I doing Wrong?

If I access the bank account through banking none of my entries are there. If I access my bank account through Chart of Accounts they are all there?

1 reply

G
GebelAlainaM
November 4, 2021

I understand your concerns, @REB1952. I'll provide the information you need to resolve this issue.
 

You did a great job in recording the missing transactions from the Chart of Accounts. To clear things up for you, this situation is an expected behavior with QuickBooks Online (QBO). Bank transactions that are manually added from the bank register won't show in the Banking page.

As for the reports, what I suggest is check your date range. This is a common reason why you don't see transactions in any report.

In case you need to create customized reports in the future, view this article for the steps: Customize reports in QuickBooks Online.

If you want to see your transactions in the Banking tab you can follow the steps in this article : Manually upload transactions into QuickBooks Online.

If you have any further queries, I'll be right here. Have a good day and stay safe!

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