Jessica_young
Moderator

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

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. Select the Select a category menu. Select the best category to organize your transaction. Learn more about categories.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. When you’re done, select Save.

On an iPhone or iPad (iOS)

  1. Select the Transactions menu.
  2. Tap the Plus icon.
  3. Select Add income manually or Add expense manually.
  4. Fill out the details.
  5. 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.
  6. If you want to add a receipt, tap Attach receipt.
  7. When you're done, select Save.

On an Android phone or tablet

  1. Select the menu  icon and then select Transactions
  2. Tap the Plus icon.
  3. Select Add income manually or Add expense manually.
  4. Fill out the details.
  5. 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.
  6. If you want to add a receipt, tap Attach receipt.
  7. 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.