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chefghooks-gmail
Level 1

Does anyone know how to add payments from another bank or from a customer who paid by PayPal? Thank you.

 
Solved
Best answer April 02, 2021

Best Answers
MadelynC
Moderator

Does anyone know how to add payments from another bank or from a customer who paid by PayPal? Thank you.

I’m here to help you add payments from another bank, @chefghooks-gmail.


In QuickBooks Self-Employed, you can manually add single transactions so you can do business anytime, anywhere.


Since these payments come from another bank, you can simply create a new entry under the Transactions menu. This makes sure everything in your books is accurate and intact. Refer to the instructions below to do it:

 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. Click the Select a category menu.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. Press Save after.  
    Capture.PNG


I’ve attached this reference to learn more about categories in QBSE. This helps select the best category to organize your transaction.


Please know that I'm ready to assist further and answer any follow-up questions about payments. Always keep safe!

View solution in original post

3 Comments 3
MadelynC
Moderator

Does anyone know how to add payments from another bank or from a customer who paid by PayPal? Thank you.

I’m here to help you add payments from another bank, @chefghooks-gmail.


In QuickBooks Self-Employed, you can manually add single transactions so you can do business anytime, anywhere.


Since these payments come from another bank, you can simply create a new entry under the Transactions menu. This makes sure everything in your books is accurate and intact. Refer to the instructions below to do it:

 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. Click the Select a category menu.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. Press Save after.  
    Capture.PNG


I’ve attached this reference to learn more about categories in QBSE. This helps select the best category to organize your transaction.


Please know that I'm ready to assist further and answer any follow-up questions about payments. Always keep safe!

View solution in original post

chefghooks-gmail
Level 1

Does anyone know how to add payments from another bank or from a customer who paid by PayPal? Thank you.

Hello Madelyn,

 

Your recommendation worked!  Thank you so much!

MirriamM
Moderator

Does anyone know how to add payments from another bank or from a customer who paid by PayPal? Thank you.

Hello again, @chefghooks-gmail.

 

I am glad to know that the recommended steps provided by my colleague @MadelynC worked for you. 

 

In case you need tips, and related articles in the future about the "How Do I" steps in QuickBooks Self-Employed, visit our QuickBooks Community help website for reference: QBSE Self Help.

 

If you need additional help with QuickBooks, please let me know. I’ll be right here to further assist. Enjoy your day!

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