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How to set up petty cash

How can I set up for petty cash in quick books self employed uk?

2 REPLIES 2
QuickBooks Team

Re: How to set up petty cash

Hi Kalvin,

 

Thank you for your query & hope you had a lovely weekend!

 

With QuickBooks Self Employed account you can only have one account on there so if you have your bank account connected you would not be able to add a Petty Cash account for this the only option would to add or use your cash account for this.

 

I have enclosed a link to our QuickBooks Community page where you can find step by step guides on how QuickBooks Self Employed works.

 

https://community.intuit.com/quickbooks-self-employed-uk

 

Please do not hesitate to contact us if you require further information and we will gladly assist you with them.

 

Kindest regards

QuickBooks Team

Re: How to set up petty cash

Hi Kalvin,

 

QBSE has a Cash account by default...  you won't be able to add another cash account but you can add as many bank accounts as you need. Every time you manually create a transaction, it will be added to the Cash account and for petty cash, you will have to manually create a transaction.

 

Please do not hesitate to contact us if you require further information and we will gladly help you with them.

 

Kindest regards