How do I manually add cash transactions

I can help you add in cash transactions, @randi-smith-kw-c.

Below are steps to add this transaction from whatever device you're using:

On a web browser

1. Go to the Transaction menu and select Add Transaction.
2. Enter the amount and a description.
3. Select the Select a category menu. Select the best category to organize your transaction. Learn more about categories.
4. If you have a receipt, you can drag and drop it onto the form.
5. When you’re done, select Save.

On an iPhone or iPad (iOS)

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. Then select an expense category. Here's a list of all the expense categories in QuickBooks Self-Employed.
6. If you want to add a receipt, tap Attach receipt.
7. When you're done, select Save.

On an Android phone or tablet

1. Select the menu  icon and then select 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. Then select an expense category. Here's a list of all the expense categories in QuickBooks Self-Employed.
6. If you want to add a receipt, tap Attach receipt.
7. When you're done, select Save.

Let me know if I can help with anything else on this, or any questions you have in QuickBooks Self Employed! Take care.

I don't have an 'add transaction' option

Thanks for getting back here in the Community, @randi-smith-kw-c. I'll make sure you can add your cash transactions into QuickBooks Self-Employed (QBSE). 

To get rid of this problem, let's perform a few browser troubleshooting solutions to get the missing option back in QBSE.

You can open a private or incognito window and use it to access QBSE. Sometimes the cache stored in the system can cause the product to misbehave. Check out these keyboard shortcuts:

• Google Chrome: press Ctrl + Shift + N  
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

If you're able to see the Add transaction using a private browser, go back to your regular browser and clear its cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. Otherwise, using another supported browsers can be a good alternative too.

If everything's good, you can follow the steps provided by my colleague, Jessica_young above to add you cash transactions manually.

For additional reference, you can check out this article: Manually add transactions in QuickBooks Self-Employed.

I'm also adding these helpful articles to help you manage your QBSE account:

• QuickBooks Self-Employed Overview
• Create invoices in QuickBooks Self-Employed

Tag me in a comment below if you have other questions about manually adding cash transactions in QBSE. I'll be around to help you out further if you need it. Have a wonderful day!

I'm trying to do the same to reimburse an employee who I entered as a vendor. I entered the 2 bills in QBO as bills and withdrew cash from ATM to pay him back. I don't have a "add transaction" option either. How do I enter the cash transaction to pay him back?

Thanks for letting us know you're in the same situation, jvulcano2.

I want to make sure you are routed to the right department that will help you enter cash transactions in QuickBooks Self-Employed (QBSE).

If you've already tired the troubleshooting steps shared by the previous representative to no avail, I suggest reaching out to our QuickBooks Care Team. This case requires a thorough investigation to know why you're not seeing the Add transaction option despite performing the troubleshooting steps.

Here's how to reach our live chat support:

1. From the Assistant tab, type or say Talk to a human.
2. If you want to connect with us directly, type or say Talk to a human.
3. Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback.
   

The details on how to get in touch with the support are outlined in this article: How to contact QuickBooks Self-Employed Support.

For now, let me share these easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBSE. Below are the following:

• QuickBooks Self-Employed Overview.
• List of our articles.

I've got your back if you need more help manually adding cash in QBSE. I'm always happy to lend a hand. Have a good one.

I don't find the add transaction option

I'm here to ensure you can access the Add Transaction button, Eziel.

If you've followed my colleague Jessica's instructions on entering entries in QuickBooks Self-Employed (QBSE), but the option to add transactions is unavailable, we can perform troubleshooting steps to restore this functionality.

Sometimes, excessive cache stored in the system causes unexpected behavior within the platform. Let's resolve the problem by opening your QBSE account using a private or incognito window. Refer to these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + N
• Safari: Command + Shift + N

If the Add transaction button becomes visible, return to your regular browser and clear its cache to start with a clean slate. Alternatively, you may utilize other supported browsers. Then, proceed to add transactions.

Additionally, I'll drop this article to help you organize downloaded or manually entered data: Categorize transactions in QuickBooks Self-Employed.

Please reply to this thread if you have further questions regarding the manual entry of records in QBSE. I'm always available to offer guidance to ensure a seamless experience with our software.