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usercjphilippians4
August 25, 2020
Question

How do I enter transactions from bank stmts, petty cash receipts, income, etc?

  • August 25, 2020
  • 1 reply
  • 0 views
I am working from bank statements, petty cash receipts, credit card statements,

1 reply

A
Anonymous
August 25, 2020

The best way to enter transactions is by having your account connected in the banking tab. 

 

To connect your bank or credit card account please click on the link below:

https://quickbooks.intuit.com/learn-support/en-ca/banking/connect-bank-and-credit-card-accounts-to-quickbooks-online/00/262502

 

Once you have your accounts connected you will want to ensure you have the proper accounts set up so you can categorize your transactions correctly. To learn how to set up accounts to categorize your transactions click the link(s) below:

https://quickbooks.intuit.com/learn-support/en-ca/chart-of-accounts/understand-the-chart-of-accounts-in-quickbooks/00/262374

 

https://quickbooks.intuit.com/learn-support/en-ca/accounting/add-to-or-edit-the-chart-of-accounts/00/261383

 

To learn how to categorize your transactions correctly, please click on the link below:

https://quickbooks.intuit.com/learn-support/en-ca/banking-currency/match-and-categorize-bank-transactions-in-quickbooks-online/00/262536

 

To learn how to enter receipts/bills and upload receipts/bills, please click on the link below:

https://quickbooks.intuit.com/learn-support/en-ca/banking-currency/manage-your-receipts-in-the-receipts-tab/00/402252

 

I hope this helps! 

M
macdonald_navigator
March 24, 2021

My bank does not provide anything but monthly pdf statements, and will not connect to Quickbooks bank feed. 

How do I enter transactions from a statement like this?

J
JamesM4
March 24, 2021

Hi there. It's vital you're able to connect your bank to QuickBooks so you can easily bring your financials into focus. I'll be happy to share more information so you can get back to doing what you enjoy. 

 

If your bank isn't showing up in QB Online I recommend requesting support for your bank by following the steps below:

  1. Banking menu or Transactions menu.
  2. Select Add account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

After you submit your request to add your financial institution, you may be able to use one of the alternative methods for downloading and importing your bank transactions. Here are the alternative methods you can use to import your bank info:

Since your bank only provides PDF files, I encourage you to looks for third-party apps/sites online that allow you to convert your PDF files into CSV files so you can manually upload your transactions into QuickBooks. 

 

Give this a try and if you have questions, feel free to reach back to me in the comments below. Have a great day! :)

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