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January 2, 2023
Question

How do I add a manual transaction?

  • January 2, 2023
  • 1 reply
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How do I add a transaction?

1 reply

Bryan_M
January 2, 2023

Welcome to the Community space, @paulwilliams1301.

 

Let me walk you through how you manually add transactions to your account.

 

Here's how:

 

You'll need to open an account first.

 

  1. Go to Bookkeeping and select Chart of accounts.
  2. Find the account you want to review. If you're new to QuickBooks, select See your Chart of Accounts.
  3. Choose Account history from the Action column. 
    Reminder: Not every account lets you add transactions directly.

Then, add a transaction to the account.

 

  1. At the very top of the list, select the Add journal entry, Add deposit or Add cheque ▼ dropdown. Tip: The menu can be hard to see - it's just above the most recent transaction. You can also press Ctrl AltN.
  2. Select the type of transaction you want to add.
  3. Fill out the fields to complete the transaction.
  4. When you're done, select Save.

 

For future reference, you may want to read through this article to help you find, review, and edit transactions in the account history in QuickBooks Online.

 

If you have further questions regarding adding transactions manually, don't falter to reply to this post. Have a great day!