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SarahannC
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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:

 

  1. Go to the Transaction menu on the left panel.
  2. Select Add Transaction.
  3. Enter the amount and a description.
  4. Select the Select a category menu. You'll be able to organize your transaction by selecting the best category for this transaction. 
  5. Add all the details need. Then, click Save.
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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.

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