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Record an expense (online banking)

When a downloaded transaction doesn't match an existing expense (payment), create an expense to match it and add it to your register.

To do this task

  1. Click an unmatched expense in the Downloaded Transactions pane.

  2. Click the Payee drop-down arrow, and then click a payee name.

    To enter a new payee into QuickBooks, click Add New in the list, click Vendor and OK, and then add a new vendor.

  3. If the account for the payee is not correct, click the Account drop-down arrow, and then click an account name.

    If you need to create a new QuickBooks account, click Add New in the list, and then add a new account.

  4. If you want to split the transaction, change the date, or add a memo or number, click Show splits, memo, date, number.

  5. Click a row in the Expenses table, and then click each field in the row to select or add the information about each split.

  6. Click Add to QuickBooks.

The expense is added to your register.

See Also

KB ID# H_OLB_TASK_RECORD_QB_EXPENSE
9/26/2016 3:27:53 AM
PPRDQSSWS406 9138 Pro 2017 5efae3