Banking
Hello there, moh-gaafar88. Thanks for getting back to us.
For personal transactions, you can add them directly in QuickBooks Self-Employed. Within the Transaction menu, you can record your personal transactions. To guide you further, please follow these steps:
- Go to the Transaction menu on the left panel.
- Select Add Transaction.
- Enter the amount and a description.
- Select the Select a category menu. You'll be able to organize your transaction by selecting the best category for this transaction.
- Add all the details need. Then, click Save.
Anytime, you can check this reference to learn more about categories in the program. If ever you're unsure on what category should be assigned to a transaction, it would be best to reach out to a tax expert. This helps you ensure you'll be keeping your data accurate in your QuickBooks Self-Employed account.
I'm adding this article as an additional guide when you're using your mobile device: Manually add a new transaction.
Please let us know if you have other questions about QuickBooks. Anytime, we're here to assist you further. Take care always.
