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Entering Transactions in QuickBooks Online & Downloading Bank Transactions

  • August 2014
  • QuickBooks Online
QuickBooks Online QBO

First you click on the Quick Create Menu which is the plus sign at the top of the window.

Quick create menu

Then you will display a complete list of transactions that you can enter as shown below.

list of transactions

In this example, we'll click on the Bill transaction that is shown under the Vendors menu.

Bill transaction

This will bring up the Bill transaction window so we can enter the relevant information.

bill transaction window

You can also download your banking and credit card information directly into QuickBooks Online.

In the example below you can see online banking is already setup.  You can add additional accounts by clicking the Add Account button on the top right.

In this case we've added a checking account, a savings account and a MasterCard account.

As you can see below, there are 25 new checking transactions waiting to be added to QuickBooks.

You can add them all at once in a batch or one at a time.  Lots of flexibility here.

quickbooks online credit card information

We'll take a deep-dive into Online Banking in another post.  This post was meant to show you different ways of entering transactions quickly into QuickBooks Online. 

More Tips & Tricks to come.  Keep coming back to learn more about QuickBooks Online - The #1 SaaS accounting product in the world!

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