Skip to main content
September 7, 2024
Question

I am not able to add manually bank transaction and it is showing me that you have only read access to your data

  • September 7, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

September 7, 2024

Hello there, info.

 

Allow me to share some information regarding your concern about manually adding bank transactions in QuickBooks Online (QBO).

 

I understand that this might be new to your need but don't worry I'm here to help you rule this out.

 

One of the reasons why you are unable to add bank transactions manually and it is showing you read-only access to your data due to canceled subscription.

 

If you cancel your subscription during your 30-day free trial, you'll still have access to QuickBooks until your next billing date. After that, you'll only have read-only access to QuickBooks for one year from the date of cancellation. For paid and trial subscriptions, your data is retained for one year, during which time the file will remain in a read-only state unless you choose to re-subscribe or reactivate your account.

 

In case you want to re-subscribe or reactivate your QBO account, you're always welcome to do so. Here's an article for the instructions on how to do this: How to re-subscribe to or reactivate QuickBooks Online.

 

If you have confirmed that your QBO subscription is still active, another reason for read-only access could be your user access. Some fields are automatically included in a role and are read-only. To manage user roles and permissions, here are the steps you can follow:

 

  1. At the gear icon, select Manage users.
  2. Locate the user you want to modify and click Edit in the Action column.
    • From the Roles dropdown, you can change the user role
    • You can't edit the Track time-only roles. Instead, delete them, then add them again with the correct role.
  3. Choose the Account management settings you wish to manage.
  4. Then click Save changes.

 

For more detailed steps, you can view this article: Add and manage users in QuickBooks Online.

 

Once everything is done, I've included this link to help you add transactions directly to an account in QBO: Manually add transactions to accounts in QuickBooks Online.

 

Lastly, I got you this helpful article that'll guide you in categorising and matching your transactions. You can also scan the link to help reconcile your accounts so they always match your bank and credit card statements.

 

Kindly notify us if you have further questions about managing your bank transactions in QuickBooks Online, info. I'm always ready to circle back and provide you with the necessary assistance you may require. Keep safe!