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317 helpful votes

Record transactions using Create ⨁

Learn how to use the Create ⨁ icon to create transactions in QuickBooks Online.

With the Create ⨁ icon, you can easily record common types of transactions (such as invoices, estimates, expenses, or checks) without going through different pages.

Just select the type of transaction you want to record and QuickBooks automatically redirects you to the transaction window. Try it!

  1. Select the + New button.
  2. From the list of transactions, select the one you want to create.

Don’t see the transaction type you want to record? Select Show more at the bottom to view the complete list.

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