There are two quick ways in adding transactions in QuickBooks Online. One is through Quick Create Menu, and the other is through Transactions. See the slides for more information. Visit our site at http://www.5minutebookkeeping.com for more tutorials Our Youtube channel: https://www.youtube.com/user/QuickBooksOnlineExp

1. QUICK WAYS OF ADDING
TRANSACTIONS TO
QUICKBOOKS ONLINE

2. VERONICA WASEK, CPA
Certified QuickBooks Online Expert
Certified Public Accountant
We work with clients throughout the USA
On all their QuickBooks Online needs
www.5minutebookkeeping.com
25minutebookkeeping.com

3. Here are some tips and
tricks in entering
transactions quickly intransactions quickly in
QuickBooks Online
35minutebookkeeping.com

4. ARE YOU READY??
45minutebookkeeping.com

5. Click the
“Quick Create”“Quick Create”
Icon
55minutebookkeeping.com

6. 65minutebookkeeping.com

7. Click
“Show More”“Show More”
75minutebookkeeping.com

8. 85minutebookkeeping.com

9. The Four Menu
Options willOptions will
appear
95minutebookkeeping.com

10. 105minutebookkeeping.com

11. Let’s try clicking in
“Invoice” under“Invoice” under
Customers Tab
115minutebookkeeping.com

12. 125minutebookkeeping.com

13. An Invoice form
will open upwill open up
135minutebookkeeping.com

14. 145minutebookkeeping.com

15. Click the X button
to exit, then let’s
go back on thego back on the
menu tab
155minutebookkeeping.com

16. 165minutebookkeeping.com

17. Let’s check the
menu one by onemenu one by one
175minutebookkeeping.com

18. For Vendors tab,
you can choose
the option that
will fit your needs,will fit your needs,
like Pay Bills, or
Check.
185minutebookkeeping.com

19. The “Employees”
tab has more to
do with payrolldo with payroll
activities.
195minutebookkeeping.com

20. The “Other” tab
has more to do
with bankwith bank
deposits and other
transactions.
205minutebookkeeping.com

21. Every time you need
to add transactions,
all you have to do isall you have to do is
to click the “Quick
Create Menu”.
215minutebookkeeping.com

22. 225minutebookkeeping.com

23. So easy to remember right?
Don’t fall asleep yet ☺☺☺☺
235minutebookkeeping.com

24. Next topic: How
to automateto automate
data entry?
245minutebookkeeping.com

25. We can do it by
importingimporting
credit card
transactions.
255minutebookkeeping.com

26. Check the left
bar and clickbar and click
“Transactions”.
265minutebookkeeping.com

27. 275minutebookkeeping.com

28. Select
“Banking”“Banking”
285minutebookkeeping.com

29. 295minutebookkeeping.com

30. Banking
screen willscreen will
appear
305minutebookkeeping.com

31. 315minutebookkeeping.com

32. You must first set up
your accounts with
your bank and credityour bank and credit
card companies for
this to work.
325minutebookkeeping.com

33. Assuming that you
have already set up
your accounts, allyour accounts, all
you have to do is
click “Add Account”
335minutebookkeeping.com

34. 345minutebookkeeping.com

35. After adding your
account, you will be
able to see your bankable to see your bank
details
355minutebookkeeping.com

36. 365minutebookkeeping.com

37. You can see
the number
of new
transactionstransactions
that you have
currently.
375minutebookkeeping.com

38. And the list of transactions
that you have
385minutebookkeeping.com

39. Review the transactions
that you have. If it’s
correct, click the box atcorrect, click the box at
the left side and click
“Accept”.
395minutebookkeeping.com

40. 405minutebookkeeping.com

41. If successful you will see
this message:
415minutebookkeeping.com

42. These are the two main
ways of adding
transactions totransactions to
QuickBooks Online.
425minutebookkeeping.com

43. One is through
the Quick Createthe Quick Create
Menu:
435minutebookkeeping.com

44. 445minutebookkeeping.com

45. And the other one
is through
Transactions >Transactions >
Banking
455minutebookkeeping.com

46. 465minutebookkeeping.com

47. We hope you like our
presentation!
475minutebookkeeping.com

48. Visit our website at
http://www.5minutebookkeeping.com
And our YouTube channelAnd our YouTube channel
https://www.youtube.com/user/Quick
BooksOnlineExp
for more QuickBooks Online Tutorials
485minutebookkeeping.com