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J
JouleT
January 10, 2023
Question

Entering Credit Card Statements Manually

  • January 10, 2023
  • 2 replies
  • 0 views

Hello. I am having trouble getting receipts to be recognized without a matching transaction, and a few months of credit card statements from a period prior to my purchase of Quickbooks that I’m unable to get into the Quickbooks system. I would like to enter these statements manually, but don’t know if I can do that. Please help. 

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
January 10, 2023

What kind of file format do you have from bank? *.csv, *.qbo, *.pdf? 

J
JouleTAuthor
January 11, 2023

I may be able to get .pdf, if there is a way to enter them I will look into it. 

Fiat Lux - ASIA
Fiat Lux - ASIA
January 12, 2023

@JouleT 

I may be able to get .pdf, if there is a way to enter them I will look into it

 

You can utilize a converter tool.

https://www.moneythumb.com/?ref=110

 

A
Alex M
January 10, 2023

Hi there JouleT,

 

It's vital that all your transactions be entered correctly so that your account balances can be accurate. QuickBooks Self-Employed is a great tool able to help you keep track of the expenses and sales done for your business. I can point you in the right direction for information about importing transactions.

 

If you'd like to import older transactions for an account that is connected using the banking connection in QuickBooks Self-Employed, you can follow the steps in this article to import the older transactions.

 

If you have any other questions, feel free to reach out here.

 

J
JouleTAuthor
January 11, 2023

I did that already. There is one credit card account which I cannot access statements beyond a certain date. I have paper statements for this account. 

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