Skip to main content
Manually enter bank statement transactions in AccountsPrep

How to manually create a transaction for bank statement data in AccountsPrep.

Oliver Cook avatar
Written by Oliver Cook
Updated over 6 months ago

One of your options to add bank statement data in AccountsPrep is to enter it manually.

  1. Click the Banks tab, then click Bank Statements.

  2. Click Add Statement Data.

  3. Select the relevant bank account you want to add data to.

  4. Click Enter data on-screen option.

  5. Click Continue.

  6. Double-click under the relevant column of a line to edit or add data to it.
    You can add:

    • Date

    • Details

    • Reference

    • Account

    • Tax

    • Payments

    • Receipts

  7. If you need more lines, click Add Line.

  8. When you're done click Post.

    📌TIP: You can click Save Draft to complete and post later. It will be available from the Draft tab when you view bank statements.

Did this answer your question?