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Manually add transactions to account registers in QuickBooks Online

by Intuit1091 Updated 2 days ago

In QuickBooks Online, you can add transactions directly to an account register. We suggest using sales forms like invoice or sales receipt, for most transactions to make sure they are correct and can be reported on easily. Sometimes, ‌manual entry is faster.

You can also add transactions manually while you're working in your account register. This saves time if you're reviewing your chart of accounts and need to make a quick addition. Here's how to manually add transactions to an account register.

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Step 1: Open an account register

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  1. Open your Chart of Accounts.
  2. Find the account you want to add the transaction to in that list. You can also search for the name of an account in the search field.
  3. Select View Register once you found the account.

Note: Not every account register lets you add transactions directly.

Step 2: Add a transaction to the account register

  1. At the very top of the list, select the Add journal entry, Add check, or Add deposit ▼ dropdown menu.
  2. Select the type of transaction you want to add.
    This shows the drop down menu at the top of a register list. You can quickly add transactions from this menu.
  3. Fill out the fields to complete the transaction.
  4. When you're done, select Save.

Result

Your new transaction is added to the account register. You can now edit it directly from the register if needed.

Next Steps: Edit transactions in a register

Here's how to find or edit transactions in an account register.

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