Can you manually add transactions to a bank account?

Hi there, mark_stephenson3.

Thanks for reaching out to the Community space. We can manually add transactions to a bank account using the Create + icon or through the Chart of Accounts. I'll be more than happy to walk you through in doing it.

Adding transactions using Create + icon:

1. Click the Create + icon on the top left corner.
2. Select what type of transaction you want to add.
3. Enter the necessary information.
4. Select the bank account in the Payment account field.
5. Hit Save.

Adding transactions through Chart of Accounts:

1. Select Accounting from the sidebar menu.
2. Click Chart of Accounts.
3. Choose the appropriate account, then hit View register.
4. Select the transaction type you want to add from the Add transaction drop-down menu.
5. Enter the necessary information.
6. Hit Save.

To check if we successfully added transactions to a bank account, we can go to Reports and select Transaction Detail by Account Report.

You can also add transactions via a CSV of downloaded transactions from your bank in the banking section, and attach which chart of account you want those transactions to hit, more details can be found on that here

I'm just around if you need more help. You can tag me in the comment section and I'll get back to you as soon as I can.