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Pdizzle
Level 1

Soloprenuer plan here. I cant find the “add expense” button on the pc or mobile app. Is that feature included with soloprenuer plan or do i have to upgrade?

 
3 Comments 3
LollyNino_C
QuickBooks Team

Soloprenuer plan here. I cant find the “add expense” button on the pc or mobile app. Is that feature included with soloprenuer plan or do i have to upgrade?

We're happy to see your interest in the QuickBooks Solopreneur product, @Pdizzle. Let me share some information about it with you.

 

Currently, adding expenses in QuickBooks Solopreneur is unavailable since categories are pre-populated and correspond to Schedule C tax form line items. However, if you want to add or edit categories, you can consider upgrading to a more advanced QuickBooks product.

 

To learn more about QuickBooks Solopreneur and how it differs from similar QuickBooks products, refer to this guide: Introduction to QuickBooks Solopreneur. It provides details about the specific features available in QuickBooks Solopreneur.

 

In addition, here's a link to help you get started with QuickBooks Solopreneur: Get started QuickBooks Solopreneur US.

 

If you need further assistance with managing expenses or other QuickBooks Solopreneur features, never hesitate to tag me in the comment. I'm here to assist you.

Atlas6040
New Member

Soloprenuer plan here. I cant find the “add expense” button on the pc or mobile app. Is that feature included with soloprenuer plan or do i have to upgrade?

I'm having the same problem. I have Solopreneur and use it on my laptop. Please explain how am I supposed to enter expenses for my business on Solopreneur? Linking to my bank is not an option. I used to be able to enter an expense and upload the receipt... and then categorize the expense. This seems like a basic function that seems to be impossible to do. Pre-populated categories isn't my problem. The issue is there seems to be no way to enter an expense.

Dandie_A
QuickBooks Team

Soloprenuer plan here. I cant find the “add expense” button on the pc or mobile app. Is that feature included with soloprenuer plan or do i have to upgrade?

Thank you for providing more details about your concern, Atlas. Let me guide you through the process of manually entering expenses in Solopreneur.

 

Here's how you can do it:

 

  1. On your Solopreneur dashboard, click on the Transactions tab located in the left-hand menu.
  2. Click the New transactions button under Bank transactions.
  3. Fill in the amount, date, payment method, and any relevant description for the expense.
  4. Click Save to finalize and record the expense.

 

Here's a sample screenshot for visual reference.

 

 

If these steps don’t match what you’re seeing or if the issue persists, I recommend reaching out to our Live Support team. They’ll be able to take a closer look at your account, check settings, and assist with resolving any issues you’re encountering. 

 

Please feel free to leave a comment below if you have any further questions.

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