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March 20, 2021
Question

I did not have a bank account connected to my business last year. Is there a way I can manually input my sales?

  • March 20, 2021
  • 1 reply
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1 reply

March 20, 2021

Thanks for checking in with us, cege721.

 

If those sales transactions are bank data, you can manually import them in QuickBooks Online (QBO) instead of manually entering them. Let me show you how:

  1. Go to the Banking menu.
  2. Select Upload transactions.
  3. Tap Browse and then choose the file you downloaded from your bank. Then, Next.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then hit Next.
  5. If you're new to QuickBooks, you may not have an account to upload the transactions into. If you don't see one, select Add New from the dropdown to create a new bank account.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then Next.
  7. Choose the transactions you would like to import. Then select Next.
  8. Hit Yes.
  9. When you're ready, press Let's go.

For the steps and details, see the Manually upload transactions into QuickBooks Online article. If you see an error message, just fix errors while uploading your transactions.

 

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Take care always.