QuickBooksHelpIntuit
Manually add transactions in QuickBooks Self-Employed
by Intuit•3• Updated 9 months ago
Learn how to enter sales income and expenses.
If you connect your bank and credit card accounts, QuickBooks Self-Employed automatically downloads your recent transactions. You can also manually add single transactions. QuickBooks Self-Employed gives you both options so you can do business anywhere, anytime.
Manually add a new transaction
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.
Tip: You can also create new transactions directly from images of your receipt.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in infoby QuickBooks•916•Updated 3 days ago
- Switch from QuickBooks Self-Employed to QuickBooks Solopreneurby QuickBooks•9•Updated 2 weeks ago
- Categorize transactions in QuickBooks Self-Employedby QuickBooks•187•Updated April 08, 2024
- Overview of QuickBooks Self-Employedby QuickBooks•705•Updated over 1 year ago