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Banking
I can help you add in cash transactions, @randi-smith-kw-c.
Below are steps to add this transaction from whatever device you're using:
On a web browser
- Go to the Transaction menu and select Add Transaction.
- Enter the amount and a description.
- Select the Select a category menu. Select the best category to organize your transaction. Learn more about categories.
- If you have a receipt, you can drag and drop it onto the form.
- When you’re done, select Save.
On an iPhone or iPad (iOS)
- Select the Transactions menu.
- Tap the Plus icon.
- Select Add income manually or Add expense manually.
- Fill out the details.
- If you're entering an expense, select Category. Then select an expense category. Here's a list of all the expense categories in QuickBooks Self-Employed.
- If you want to add a receipt, tap Attach receipt.
- When you're done, select Save.
On an Android phone or tablet
- Select the menu icon and then select Transactions
- Tap the Plus icon.
- Select Add income manually or Add expense manually.
- Fill out the details.
- If you're entering an expense, select Category. Then select an expense category. Here's a list of all the expense categories in QuickBooks Self-Employed.
- If you want to add a receipt, tap Attach receipt.
- When you're done, select Save.
Let me know if I can help with anything else on this, or any questions you have in QuickBooks Self Employed! Take care.