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noelvs
June 25, 2024
Question

How do I set up a bank or credit card account without linking it to my account online?

  • June 25, 2024
  • 1 reply
  • 0 views
Our business is small and the owner does not want to link his accounts. He also does not want me to manually upload the statements. He just wants me to enter the expenses and which account we paid it out of but not reconcile the bank or credit card accounts. Is this even possible in QB Online?

1 reply

C
Carneil_C
June 25, 2024

Yes, it's possible, @noelvs.

 

I can provide information about adding transactions in QuickBooks Online (QBO).

 

Connecting bank accounts in QBO is optional. If you don't want to link them, you can add your income and expenses to your account manually. To add an account, here's how:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Click New.
  3. Enter an Account name and choose an Account type, then Detail type.
  4. If you choose a Bank, Asset, Credit card, Liabilities, or Equity account, enter Opening Balance and fill out the starting date in the As of field.
  5. Hit Save once done.

 

From there, you can record your expenses. You can add them by entering bills, checks, or expenses. This article can give you more details: Learn the difference between bills, checks, and expenses in QuickBooks Online.

 

Also, you can create invoices or sales receipts to record your sales transactions. See this reference for detailed guidance: Understand the difference between invoices, sales receipts, bills, and statements in QuickBooks Online.

 

I'll provide these articles that may come in handy in categorizing and reconciling your bank transactions seamlessly:

 

 

Do you require additional assistance with managing your bank transactions? Please don't hesitate to include them in your response. I'll be right there to help you whenever you need it.

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