Is there a way to duplicate entries that I have to enter manually each month?

Hey there, @sowersdad2. 

It's great to see you back in the Community. I can provide you with some information on this topic about entries. 

I can see how beneficial this could be and save time on your end. However, there isn't a way to auto-record these transactions. 

Although this is the case, there's a workaround that could be great for your business. You can create bank rules so your QuickBooks Self-Employed automatically categorizes these types of transactions for you. 

Learn more details about bank rules through this guide: Create rules to speed up reviews. 

Feel free to come back and let me know if that helped you out. It's my priority that you get back to running your business. Have a great day!

Thank you for the prompt response; I guess I wasn't really looking for a way to auto-record them but rather to "duplicate" the previous month's transaction - eg: right-click and select duplicate and enter a new date.

We're glad to have you back, sowersdad2.

I got the point you're making. I see how beneficial to create a duplicate entry or transaction in QuickBooks Self-Employed (QBSE). This way, you can automatically add them again TO your book. However, this option is unavailable. For now, you'll have to manually a new transaction to track them. Here's how:

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. 
4. If you have a receipt, you can drag and drop it onto the form.
5. When you’re done, select Save.

For more details, you can check this article: Learn how to enter sales income and expenses.

I can see how this can be helpful when you're on the go. Let's be sure to send this feedback to our product developers. Here's how:

1. Click Assistant.
2. Select Give feedback.
   

Here are some articles that you can view for additional tips and information about handling transactions:

• Categorize transactions in QuickBooks Self-Employed. This article will also guide you on how to organize transactions in QuickBooks Self-Employed.
• You can create a rule to categorize the transactions. 

If you have other suggestions or feedback, you can leave a reply here. Take care and stay safe always.

Not having this option to copy and paste an entry, which is available in Quicken, is kind of a joke. "Copy and paste transaction." That's about as basic as it gets. 

@houairstreamer   Quicken is different than Quickbooks.  Not the same company.  

this seems like such a fundamental thing that people would want to do to save time.  Please add this functionality.

Pete

Hi, @pbokm9606. Thanks for reaching out to us. We understand the relevance of a streamlined process of performing any activities in QuickBooks Self-Employed (QBSE). 

Currently, the option to copy and paste an entry is unavailable in QBSE. It would be best if you could send a feature request to our software engineers. They'll consider adding this in future product updates. Here's how:

1. Go to the Invoices tab and open any transaction. We're not going to change anything; this is a way for us to see the option to send suggestions.
2. Click the Feedback tab on the upper right side.
3. Enter your suggestion in the field and hit Next.
4. Follow the on-screen instructions.

I've also included this article that contains details on categorizing the transactions you download from your bank or enter into QuickBooks: Categorize transactions in QuickBooks Self-Employed. 

Keep me updated if you have other questions about handling entries or any QuickBooks-related concerns. I'm always prepared to help you. Have a great day ahead.

Plus one on this request.  It is such a basic and common process to be able to duplicate entries.  Not sure why this isn;t possible; please explain the reason.  Thanks

Hi there, Tim.

I understand how important it is to duplicate entries in QuickBooks Self-Employed. 

While I can't speak on behalf of our engineers about why no feature allows duplicating entries in QuickBooks Self-employed, I can guide you on how to send a feature request to them. You'll need to use mobile phone to do this.

Here's how:

1. Tap the Assistant button.
2. Enter Send feedback from the textbox field.
3. Tap on Add a feature and enter your suggestion. 
4. Once done, tap Yes.

Your feedback and suggestions are valuable in helping us improve our services to provide you with the best experience while using Intuit QuickBooks.

Moreover, you can also learn how to make federal estimated quarterly tax payments in QuickBooks Self-Employed.

If you have additional concerns besides duplicating an entry in QuickBooks Self-Employed, feel free to reply below. We're always here to support you and ensure your needs are met.