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annstephens
February 14, 2019
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recording past bank transactions in QB

  • February 14, 2019
  • 1 reply
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nonprofit using QB desktop premier 2018

I just started using QB for the first time at the beginning of this year 2019. I am now trying to enter the transactions from Jan 2019 by looking at my online bank statement. There are not many deposits and bills that were paid so i'm learning as i go. So far i've entered all the deposits from undeposited funds to (donations > to undeposited funds connected to the Customer/Donor) and now i need to enter all the bills we've paid since January (rent, insurance, office supplies, etc.). I just want to be sure I'm using the proper procedure for past bills and deposits from my bank account. Do i need to 'Enter Bills' first into QB and then 'Pay Bills' based on what i see on my online banking negative transactions? Best way to proceed?

Thank you,

Ann

Best answer by RenjolynC

Hi there, annstephens.

 

You're on the right track in recording the transactions. You can also check these articles that can help you with the process:

Feel free to reach out to us if you have any additional questions. Thanks.

1 reply

RenjolynC
RenjolynCAnswer
February 14, 2019

Hi there, annstephens.

 

You're on the right track in recording the transactions. You can also check these articles that can help you with the process:

Feel free to reach out to us if you have any additional questions. Thanks.

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