One can track investments by using the transaction feature, but I don't want to connect an account - I would like to enter transactions manually. Any way to do this?

Hi davidkynan,

Welcome to Community!  QuickBooks Online is a great cloud based software that allows you to perform all of your bookkeeping tasks any time from anywhere.  The banking module has the flexibility you need for manually uploading your transactions.  I'd be happy to assist!

In order to get started, you'll need to create the bank account.  Here's how:

1. From the Gear in the top right, select Chart of Accounts

2. Click New

3. Choose the account type from the Account Type ▼ dropdown

4. Using the Detail Type ▼ dropdown, choose the type that best fits the transactions you'd like to track.  Click here to learn more about detail types.

5. Add a Description

6. Enter the Starting Date based on when you want to start tracking your finances.

9. In the Balance field, enter the amount in the account

10. Hit Save and Close when complete

Next, you'll login to your bank's website and download your transactions in csv format. Select the date range based on your preferred starting date. Open the file and format it prior to uploading it into your bank feed. Save the file when finished.

Follow these steps to upload the transactions into QuickBooks Online:

1. Login to QuickBooks Online, from the Banking or Transactions menu, select the Banking tab

2. Select the ▼ dropdown arrow beside Link account and then Upload from file

4. Hit Browse and choose the csv file you downloaded from your bank, then click Next

5. From the Account ▼ dropdown, choose the account you created and hit Next

6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and hit Next

7. Select the transactions to import and continue through the prompts

8. When you're ready, hit Let's go

You're all set!

If you have any other questions, please feel free to reach back out.  We'd be happy to help!