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Fratonprop
May 10, 2023
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adding transactions from another (unlinked) account

  • May 10, 2023
  • 1 reply
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Hi there - hope this makes sense I'm relatively new to online book-keeping 

 

Have linked business account to new QB account, but have transactions from our personal account that we used when starting the business whilst getting the business bank account up and running.  Is there anyway I can add these past transactions from our personal account into our QB 

Best answer by GeorgiaC

Hello Fratonprop

 

Thanks for posting on the Community. 

 

You can create an account for this within your chart of accounts to post the past transactions to. To create a new account:

 

1. Go to Settings ⚙ and select Chart of Accounts.
2. Select New to create a new account.
3. In the Account Type ▼ dropdown, choose an account type (for bank accounts,  select Cash at bank and in hand).
4. In the Detail Type ▼ dropdown, select the detail type that best fits the transactions you want to track (click here to learn more about detail types).
5. Give your new account a name and add a description.
6. When you're done, select Save and Close.

 

You can now select this account when recording the transactions manually, or upload a CSV containing the transactions if you're able to download a file from your bank. 

1 reply

G
GeorgiaCAnswer
May 10, 2023

Hello Fratonprop

 

Thanks for posting on the Community. 

 

You can create an account for this within your chart of accounts to post the past transactions to. To create a new account:

 

1. Go to Settings ⚙ and select Chart of Accounts.
2. Select New to create a new account.
3. In the Account Type ▼ dropdown, choose an account type (for bank accounts,  select Cash at bank and in hand).
4. In the Detail Type ▼ dropdown, select the detail type that best fits the transactions you want to track (click here to learn more about detail types).
5. Give your new account a name and add a description.
6. When you're done, select Save and Close.

 

You can now select this account when recording the transactions manually, or upload a CSV containing the transactions if you're able to download a file from your bank. 

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