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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

Morgan_B
QuickBooks Team
December 18, 2024

How do I add cash payments in Quickbooks Desktop ?


Thanks for joining this thread, mmdandrea.

 

I'm happy to show you how to add cash payments to your QuickBooks Desktop account.

 

This can be done in a few steps. Here's how:

 

1. Under the Customers section of the home screen, click Receive Payment.

2. Select the customer from the drop down menu.

3. Enter the amount that was paid. 

4. Choose the date for when the payment was made.

5. Select the payment method as cash.

6. Click Save.

 

The following video provides additional info about how to receive payments from customers in QuickBooks Desktop.

 

With these steps you'll be able to get the cash payment entered in your account. Please feel free to drop a comment below if you have any other questions.