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mccoll-drive
Level 1

How do I add a cost without a bank transaction to link the receipt to? Need it counted for profit/loss calculation. (Sole Trader Account)

Transaction made from personal account before I had my business account set up. Just started trading and it was part of my setup costs. Thanks for any advice.

1 REPLY 1
raymund_A
QuickBooks Team

How do I add a cost without a bank transaction to link the receipt to? Need it counted for profit/loss calculation. (Sole Trader Account)

Hi, mccoll-drive.

Appreciate your effort in reaching out to us here in the community. I’d be happy to assist you in adding a new transaction manually.

 

On a web browser:

 

  1. Go to the Transaction menu and select Add transaction.
  2. Enter the amount and a description.
  3. Choose the Select a category menu. Select the best category to organise your transaction.
  4. If you have a receipt, you can drag and drop it into the form.
  5. Once done, select Save.

 

On an iPhone or iPad:

  1. Select the Transactions menu.
  2. Tap 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.
  6. If you want to add a receipt, tap Attach receipt.
  7. Once done, select Save.

 

On an Android phone or tablet:

  1. Select the menu icon and choose Transactions.
  2. Tap 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.
  6. If you want to add receipt, tap Attach receipt.
  7. Once done, select Save.

 

If you have other questions and concerns, our Community Team is always here to assist you.

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