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Level 1

Transactions showing as cash

I am using the QB app on my iPhone.

I have been adding transaction invoices using the + button, using the snap receipt option and then uploading the photo.

i have noticed that some transactions are showing up as cash and not account. 

i very rarely pay for materials with cash and use my bank card.

What am I doing wrong that these transactions are showing as cash?

 

thanks

5 REPLIES 5
Highlighted
QuickBooks Team

Transactions showing as cash

Hi Betterg

 

When you create transactions you have to also allocate it to the correct account.

Highlighted
Level 1

Transactions showing as cash

Could you show me how that’s done from the phone app, or does that have to be done from the laptop?

 

thanks

Highlighted
QuickBooks Team

Transactions showing as cash

Please allow me to share more details, Betterg.

 

The transactions showing as Cash are those transactions that you've manually entered. Meaning, instead of, Snap receipt, you've selected Add expense manuallycash.PNG

 

It's the same with the Add transaction button if you're using a browser.cash 1.PNG

 

You can also read this article about adding transactions in QuickBooks Self-Employed. It'll walk you through the steps on how to track your income and expenses.

 

Get back to me anytime of you have any more questions. I'll be happy to help.

Highlighted
Level 1

Transactions showing as cash

Hi,

I have a similar issue. I’ve had to add historical transactions as I only had details on a pdf bank statement. Now I have a load of ‘cash’ transactions which should be ‘account’ transactions. I am wanting to split a number of these but as cash transactions it won’t let me.

 

The main thing I would like to know is how to change the account of any transaction from ‘cash’ to ‘account’.

 

thank you

Highlighted
QuickBooks Team

Transactions showing as cash

Manually added transactions are automatically posted under Cash, Simon.

 

Using the split function is also not available for cash or manually added transactions. 

 

You'll want to import your historical banking transactions as a CSV file so you can select an account. You can also look for a third-party app that can help you convert the PDF bank statement into a CSV file. 

 

Once converted, follow these steps on how to import the file:

 

  1. Click the Gear icon in the upper-right hand corner, then select Imports.
  2. Look for the correct account and click Import older transactions beside it.
  3. Click Browse and look for the CSV file. 
  4. Click Open, then click Continue.

Here's an article for additional details: Add older transactions to QuickBooks Self-Employed.

 

Add another reply if you need additional assistance when recording old transactions and filing your tax return.