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accounts-gapreno
May 28, 2022
Question

Adding historical information without effecting bank fees etc?

  • May 28, 2022
  • 1 reply
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Hi


We started our financial year on 1st May so from that date I have used the bank feeds, matching, connecting payments etc. However I now want to go back for the past year and add in receipts, invoices just for my own reference and for comparison but don’t want to effect my bank feed totals that I have matched and reconciled for May. Is this possible and if so what is the quickest way of doing this? 

1 reply

MariaSoledadG
MariaSoledadG
May 28, 2022

Let me guide you on how you can add your past receipts, accounts-gapreno.

 

When adding transactions manually in your account registers, this doesn't affect the bank feed totals in QuickBooks. You can manually add them instead. To do this, you can follow the steps below: 

  1. At the very top of the list, select the Add journal entry, Add check, or Add deposit ▼ dropdown menu.
  2. Select the type of transaction you want to add.
  3. Fill out the fields to complete the transaction.
  4. When you're done, select Save.

 

To give you more information on how to enter and track your transactions, I've added this article for your guide: : Manually Add Transactions To Account Registers In QuickBooks Online.

 

Furthermore, QuickBooks Online updates your bank balance as you enter payments received from customers and payments to suppliers. To give you more details on how to do it, follow the steps below: Enter Historical Information In QuickBooks Online.

 

Reach out to us if you have any other concerns about bank feeds. We're here to help.

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