Can i add non connected accounts to banking screen, for example petty cash

Hello Anita-sinclair, 

Welcome to the Community page, 

What you need to do is create a petty cash account in the chart of accounts sections

Account tab -left-hand side>chart of accounts>new-top right-hand corner> fill in the information on the pop-up box and save and close. 

What you will then need to do is create an excel spreadsheet and save it as a CSV file so then you can upload it into Quickbooks. The excel document needs 3 columns, 1- date, 2 descriptions, 3 amounts.

You can just put any information if you don't have any at the moment. even if it is just one transaction you put on, save it. 

Then go to the banking page in QuickBooks > upload file-top right-hand corner> find the CSV file and upload this. This will then show that account on the banking page. 

If the transaction you have imported in you don't need it then just exclude it but ticking the little box on the left-hand side>batch actions >excluded selected. this will remove the transaction but still keep the account. 

If you have any other Quires about this please don't hesitate to reach back out to us, we will be more than happy to help.