Banking

Thank you for pointing that out, tjohnson15.

I agree that there's no option for  Add new expense or Add new deposit in this section. However, you can add the details in the Add receiving transactions section. Just make sure to select the vendor or customer from the Payee section, add the correct account from the Category field, and enter the difference in the Amount box.

QuickBooks will then create transactions like Expense or Deposit based on the info you've added. You can find the transactions by going to the Categorized page, and selecting the one you added.

Here's a sample screenshot for reference:

To learn more about categorizing or matching your transactions in QuickBooks Online, please check out this article: Categorize and match online bank transactions in QuickBooks Online.

When you're ready to reconcile your bank account, the instructions are included here.

Please don't hesitate to reach out to us again if you have any additional questions or concerns. The Community has your back. Hope your week is off to a great start! Take care.