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Intuit

Manually add transactions in QuickBooks Self-Employed

Learn to enter income and expenses yourself.

If you connect your accounts, QuickBooks Self-Employed automatically enters your recent transactions. You can also quickly enter single transactions manually. QuickBooks Self-Employed gives you both options so you can enter transactions anywhere, any time.

Follow the section based on how you're using QuickBooks Self-Employed.

Add a new transaction

If you're on an internet browser

  1. Go to the Transaction menu.
  2. Select Add Transaction.
  3. Enter the amount and a brief description.
  4. Browse the Select a category menu and choose the best option to organise your transaction. Learn more about categories.
  5. If you have a receipt, you can drag and drop it onto the form.
  6. When you’re ready, select Save.

If you're using the mobile app

On an iPhone or iPad (iOS):

  1. Select the (), then select Transactions.
  2. Tap the Plus (+) sign.
  3. Select Add Income or Expense.
  4. If you want to add a receipt, tap Attach receipt. Choose the image from your camera roll, or select Take photo.
  5. Enter the transaction details and then tap Save.

On a phone or tablet with android:

  1. Select the (), then select Transactions
  2. Tap the Plus (+) sign.
  3. Select Add Income or Expense.
  4. If you want to add a receipt, tap Attach receipt. Choose the image from your camera roll, or select Take photo.
  5. Enter the transaction details, then tap Save.

Tip: You can also create a new transaction directly from an image of your receipt.

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