Below are steps to add this transaction from whatever device you're using:
On a web browser
Go to the Transaction menu and select Add Transaction.
Enter the amount and a description.
Select the Select a category menu. Select the best category to organize your transaction. Learn more about categories.
If you have a receipt, you can drag and drop it onto the form.
When you’re done, select Save.
On an iPhone or iPad (iOS)
Select the Transactions menu.
Tap the Plus icon.
Select Add income manually or Add expense manually.
Fill out the details.
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.
If you want to add a receipt, tap Attach receipt.
When you're done, select Save.
On an Android phone or tablet
Select the menu icon and then select Transactions
Tap the Plus icon.
Select Add income manually or Add expense manually.
Fill out the details.
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.
If you want to add a receipt, tap Attach receipt.
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'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:
From the Assistant tab, type or say Talk to a human.
If you want to connect with us directly, type or say Talk to a human.
Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback.
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: