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igraft
Level 1

Adding Invoices from a Trade Account

Hi,

 

I've got a trade account with Howdens that I use for business and occasionally for personal use.  So, I pay off the balance sporadically.  However, as this type of account doesn't link to Quickbooks, if I scan in any of the individual invoices then there is no corresponding expenditure to match it to.  This means that the receipts just sit there and are ignored in the accounts.

 

Therefore, how am I supposed to add these invoices, do I have to add them as a cash expenditure?  Any ideas would be much appreciated.

 

Thanks,

Matt

1 REPLY 1
MikiD
QuickBooks Team

Adding Invoices from a Trade Account

I'd be glad to walk you through the steps of recording these expenditures in QuickBooks Self-Employed, igraft. 

 

Below are the steps needed to complete this:

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

If you're not certain about the category, you might want to check this out to learn more about them: Categories in QuickBooks Self-Employed.

 

Also, you might consider downloading them through CSV. Here's an article about this process, for additional references: Import transactions from other sources.

 

Don't hesitate to drop by again if you need anything else. 

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