Add Transactions

In QuickBooks, there are many ways to enter transactions, such as using the New button to create expenses, checks, and other transactions or by downloading transactions from online banking.

In most cases, these are the preferred methods, as they give you the best features and flexibility.

Manually Add a Transaction

  1. Find and open the account register where you want to add the transaction.
  2. Click the Add list arrow at the very top of the account register.
  3. Select a transaction type from the list.
    Manually Add a Transaction
  4. Fill out the fields to complete the transaction.
  5. Click Save when you’re done.
    Manually Add a Transaction

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