Since you've already received the invoice payment in cash, we'll need to mark the invoice as paid in QuickBooks Self-Employed, Billthespark.
Then, we'll need to record the amount manually to your account:
Let me know if you have more questions about paying invoice. Have a great day!
When you are on the Receive Payment, you select your Cash Account or petty cash in the Deposit To field.
If you have not set up the cash account, then you do this using the Add New button, when selecting your account or when in the Chart of Accounts section
Hi sorry if I’m not getting it . But where do you add The cash account as I can’t find it anywhere. If I try to add in accounts all I get are bank accounts.
Hi Jack Munro,
Let me help share information on how to record cash payments.
If you are using QuickBooks Self-Employed, manually added transactions automatically recorded to Cash account.
To record cash payment of your invoices, here's what you'll need to do:
For additional reference, you can check this article: Add a new transaction in QuickBooks Self-Employed.
That's it! However, if you mean something else, please let me know and provide more details. I'm always here to help. Have a great day!
I am just setting up, having used xero last year. I have added the business account but is there a way of adding a cash account too as we sometimes get paid in cash and also sometimes use cash or our personal account to buy parts?
Hi there, dkdfields.
There's a way of adding a cash account in QuickBooks Online. Here's how:
Let me know if you need anything else. I'll be around to help you again.
if you use the online version on the transactions page click on account: All and in the drop down there’s your bank and cash.
click on cash and your done.
Thanks for joining the thread, vickis chicks,
Let me get the help you need in adding your expenses in QuickBooks Self-Employed.
To record cash payment for fuel oils and services, here's what you'll need to do:
To help you in categorising your transactions, here's an article that you can check: About SA103F Categories.
If there's anything else that you need help with, please let me know. I'm always here to answer it for you. Have a great day!
Thanks for joining the thread sneligan. I can share with you some information on how to add invoice cash payment.
In QuickBooks Self-Employed, the Invoices and Transactions page isn't linked with each other. Thus, whenever you're creating an invoice, it won't affect your Schedule C since only the data of your transactions are just the basis.
If you'd want to include the invoice payment as income, you can manually enter it into the system if you're bank account isn't connected.
To enter invoice cash payment, here's how:
To give you more of an idea about this process, you can check this great resource: Manually add transactions in QuickBooks Self-Employed.
For additional reference, you may find below articles helpful in the future:
If you have any additional questions, feel free to visit us again. I'm always here to answer any questions you may have.
Hi I'm having the same issue with quick books self employed not quick books online,.... I have my bank account and I have a cash one set up however I want to be able to see a balance of cash on had to match up to my records, how can I do this? thanks
Hello there, gettingannoyed1.
In QuickBooks Self-Employed, the option to see balance from cash on hand so you can match it up with your records isn't available. You can only see the income and expense and when you connect your bank, it will only show the bank balance.
Here's what you can see if your bank account is connected in QuickBooks Self-Employed.
While this isn't yet an option, I'd be happy to share this idea to our product developers so they can consider this on our future product enhancements.
For other questions about QuickBooks Self-Employed, you can visit this link: https://community.intuit.com/quickbooks-self-employed.
Please don't hesitate to reach back out to me if you have any other questions and I'll be around to help you out.