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Manually add transactions in QuickBooks Self-Employed

SOLVEDby QuickBooks1Updated 1 month ago

Learn how to enter sales income and expenses.

If you connect your bank and credit card accounts, QuickBooks Self-Employed automatically downloads your recent transactions. You can also manually add single transactions. QuickBooks Self-Employed gives you both options so you can do business anywhere, anytime.

Manually add a new transaction

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.
  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. Select 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.
  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. Select 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.
  6. If you want to add a receipt, tap Attach receipt.
  7. When you're done, select Save.

Tip: You can also create new transactions directly from images of your receipt.

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