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alexamr-sbcgloba
Level 1

I use my credit card for business purchases, quick books only show credit card payments as a transfer. How do I enter or import itemized purchases to business expenses?

purchase whit credit card parts, travel, materials, tools, etc. and don't see them in quick books.
1 Comment 1
IrishNinoJ
QuickBooks Team

I use my credit card for business purchases, quick books only show credit card payments as a transfer. How do I enter or import itemized purchases to business expenses?

Hello there, alexa.

 

You can import your itemized purchases by going to the Transactions menu. Let me guide you on how to do it:

 

  1. Go to the Transactions menu, click the Add transaction dropdown, and select Import transactions.
  2. Select the account and follow the onscreen steps to upload the CSV file.
  3. Once done, hit OK.

 

Also, you can manually enter individual transactions. Here's how:

 

  1. Go to the Transaction menu, and select Add Transaction.
  2. Enter the amount and a description.
  3. Click the Select a category menu, then choose 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. Once done, hit Save.
  6. Repeat the process until everything has been added.

 

You can visit this article for more details: Manually add transactions in QuickBooks Self-Employed

 

In addition, you can consider categorizing the downloaded transactions: Categorize transactions in QuickBooks Self-Employed

 

If you have further concerns about importing transactions in QuickBooks Self-Employed, feel free to come back here in the Community. We're here to assist you 24/7.

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