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9 replies

Jessica_young
Level 4
January 6, 2022

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.

November 5, 2024

I don't find the add transaction option

Moderator
November 5, 2024

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 browsersThen, 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.