It's a pleasure to help you, @20051961. I can share more details about entering transaction on your QuickBooks Self-Employed (QBSE).
In QBSE, when you enter a transaction manually, it will automatically go under the cash account. When manually adding a transaction, you cannot change the account and can only change the category type.
As a workaround, you can manually import your transactions using a CSV file. Also, it will only show as a credit card or bank transaction if you've imported it.
Here's how:
- Go to the Profile icon and select Imports.
- Choose Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Then select Import.
Also, you can either connect your accounts to online banking or manually upload your transactions with a CSV. However, you can only choose one method that is best for you to avoid duplicates.
In case you'd like to import individual or multiple receipts in QBSE, you can refer to this article for the detailed steps: Export receipts from QuickBooks Self-Employed.
I'll be around if you need more help on how to manage your transactions. Stay safe and enjoy your day!
