Welcome to the Community! Thanks for being a part of the QuickBooks family. I’d be happy to help you with adding transactions manually to your QuickBooks Self-Employed account.
On a web browser:
If you’d like to use your mobile device, follow the steps here.
Check out this reference guide for a QuickBooks Self-Employed overview. It has a lot of great information and How-tos.
Let me know if you have any additional questions or if there is anything else I can help you with. I’m just a quick click away.
Enjoy your day!
Thanks for getting back to us, tzollner02131.
The QuickBooks Self-Employed version is designed for small business. Thus, it doesn't have a chart of accounts where you can manually add a bank account.
With that said, you'll have to manually add the transactions to keep track of them.
Here's an article to guide you when categorizing your transactions to make sure it matches with the line on your Schedule C: Schedule C and expense categories in QuickBooks Self-Employed.
Keep me posted whenever help is needed or if you have follow-up questions about banking. I've got your back!
Ok thanks for getting back with me. I have started a joint venture small business (mainly cash, farmers market type booth on the weekends) with friends and I am trying to keep track of the expenses and income from it but I do not have a specific bank account for this business yet. Is there any way I can accomplish this with my Quickbooks Self-Employed account?
Hey there, tzollner02131.
I’m glad to know about your new business venture. The information you shared will guide us on how to manage your transactions in QuickBooks Self-Employed (QBSE).
The self-employed program is designed to manage business income and expenses. If you’re unable to set up a bank account yet, you’ll still be able to record them in the company and track them as cash transactions. To account for the entries, I recommend following the solution shared by @MonicaM3.
Once you have set up the bank account, you can consider removing the manually added entries to prevent duplication. Then import the ones coming from your Financial Institution (FI) and categorize them correctly. This is to keep your records in order.
For more in-depth information, you can browse this article: Exclude or delete transactions in QuickBooks Self-Employed. It includes instructions on how to remove downloaded or manually added data.
This reference will also help you efficiently classify transactions. From there, you’ll learn how to perform this task using a mobile device or from a browser.
The following link contains topics to get you acclimated to the tasks and features in QBSE: Get started. Make sure to select the article to see the complete details.
Drop a comment below if you have any clarifications on how to handle your income and expenses. I’ll jump right back in to answer them for you. Wishing your business continued success.