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TerryS54
January 30, 2023
Question

How to manually enter credit cards statements in QBO?

  • January 30, 2023
  • 2 replies
  • 0 views

We just started QBO and haven't linked the credit cards or bank statements yet, so we want to start by entering the credit cards by the paper statement.  How can we do this?

    2 replies

    A
    Amanda-B
    January 30, 2023

    Good afternoon TerryS54,

     

    Welcome to the QuickBooks Community! It's always a pleasure to see new faces! QuickBooks Online is a great software that helps keep your books balanced. I would be happy to provide some information.

     

    Uploading your transactions correctly in QuickBooks is an important steps in maintaining clean books. First you'll need to add an account to your Chart of accounts so that when you upload your transactions, they will have a place to go since no bank account has been linked to QuickBooks. Follow the steps in this article to add an account.  Next you'll need to manually upload your transactions. Here is a helpful guide on how to manually upload transactions. 

     

    If you need additional assistance on uploading transactions, I recommend reaching out to the support team outside of the Community. They'll be able to do a screen share with you and guide you on the right track. You can reach them by following one of these methods:

     

    Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
    Social Media: Facebook and Twitter

     

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

    W
    Workaround
    March 13, 2024

    We have three years of paper bank and credit card statements to enter prior to starting everything electronic. Is there a workaround to making or shortening the manual entry of each line. For example, each month just enter balances of each, expenses, payable, receipts etc? Then begin on a certain year, this case 2022 everything can be imported?

    J
    JamesM4
    March 13, 2024

    Hi there. Thanks for chiming in on this thread. For steps that go beyond what's offered in the response above yours, I recommend looking into third-party data management apps on our app store www.apps.com. You can integrate an app that can assist you with importing your data according to your liking. Feel free to ask other questions. I'm here to assist.

      W
      Workaround
      March 15, 2024

      Amanda, I didn’t mean to hijack your question and I’m only continuing on your thread as I thought our question was the same. Are you ok with me continuing with my questions? Are they helpful to you as well? If not I can do a separate post, I don’t want to offend you. 

      H
      Henock K
      March 15, 2024

      Hi Workaround,

      Thanks for joining this thread. QuickBooks Online is a great program that gives you the ability to easily track your sales and expenses. I'd be glad to help.

       

      When importing a CSV file into QuickBooks, it's essential to check accuracy details to ensure that the correct information is imported into your account.

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

        W
        Workaround
        March 15, 2024

        Henock K, thank you, so prior to entry is when I should do my accuracy checks, is that correct?

         

        and when the bank statement is csv and converted to qb, do I go into qb and identify expenses, draws etc.?

         

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