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December 5, 2019
Question

Manual Entry of Previous Months

  • December 5, 2019
  • 1 reply
  • 0 views

I'm switching to QBO from a program called .Manager.  My previous program has no export function and my bank will not download any transactions older than 2 months. Is there any simple way for me to enter our transactions from January through October? I'm dreading having to do manual journal entries for 10 months of transactions.

1 reply

December 5, 2019

Hi there,

 

Welcome to the QuickBooks Family! I'd be more than happy to assist you with adding your transactions to QBO. 

 

Based on what you've described, you'll need to manually enter transactions into QBO and I'll show you how. There are several ways on how you can manually enter a transaction in QuickBooks Online. You can do it by clicking the Plus (+) sign, through the register, or on the transaction screen.

 

To learn more about how to navigate and create transactions, you can visit the article below that shows video tutorials:

 

https://quickbooks.intuit.com/tutorials

 

If you want to enter a transaction directly to the register, please follow these steps:

 

  1.     Click the Gear icon.
  2.     Below Your Company, select Chart of Accounts.
  3.     Choose an account and click View register.
  4.     Click the drop-down arrow below the Date column (see screenshot below).

 

You can also add transactions manually by clicking the Plus icon and selecting the transaction type. I'll attach a screenshot below for reference: 

 

 

Give this a try and let me know if you have questions. I'll be on standby in case you need further assistance. 

December 5, 2019

James, 

Thank you, that's incredibly helpful.

I'm also having difficulty finding a way to enter starting balances for the bank accounts, accounts receivable and payable, etc.. Can you help me with that also?

Thank you

December 5, 2019

You're welcome. I can see how it can be difficult finding a way to enter starting balances. Don't worry, I'm here to make the process much smoother. First, I'd like for you to check out this helpful article which shows you how to : Enter opening balances for accounts in QuickBooks Online. 

 

If you need further assistance, I'll be one message away. :)