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Replying to:
JenoP
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Hi there, gpwelding.

 

Unlike the online version, QuickBooks Desktop does not have an Expense transaction that you can use to record cash-based expenses. As a work around, you can create a petty cash acount. Then, use it when creating a check. Here's how:

 

  1. Go to the List menu and select Chart of Accounts.
  2. Press CTRL + N altogether in your keyboard. 
  3. Select Bank and click Continue
  4. Enter the name of the account and enter the opening balance.
  5. Click Save and close

Once done, use this petty cash account in the Bank Account field when recording the expense through the Write Checks feature. 

 

You'll also want to check this article for guidance on how you can track your cash flow in the program: Track Your Cash Flow In QuickBooks Desktop

 

Please don't hesitate to reach out to us again or add another reply if you need more help when recording your transactions. 

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