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March 20, 2023
Question

Can I enter historical bank disbursements when unable to download statements ?

  • March 20, 2023
  • 1 reply
  • 0 views
How can I record historical bank statements from paper documents?

1 reply

March 20, 2023

Hey there rita816483, 

 

Thanks for reaching out to us here and welcome to the Community! Making sure your transactions are correctly entered in QuickBooks Online is an important part in maintaining clean books. I would be happy to provide some information. 

 

QuickBooks Online gives you the option to manually upload your transactions. Follow the steps in the helpful guide to ensure you are correctly entering your transactions. In addition, I encourage you to take a look at this article on how to format CSV files. If you require further assistance, I recommend reaching out to our support team outside of the Community. They'll be able to verify your account details in a secure setting, as well as view your screen to better assit you. 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.
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If you have any other questions, feel free to reach out here