Can you tell me how to add income? I can add expenses but not income

Welcome to the Community, @jito54.

No worries, I'm here to guide you through the process on how to add income to your QuickBooks Self Employed account. Here's how:

1. Go to the Transaction menu and select Add Transaction.
2. Enter the amount and a brief description.
3. Browse the Select a category menu and choose the best option to organize your transaction.
4. When you’re ready, hit Save.

If you're using the mobile app, you can see the steps in this Community Article: Manually add transactions in QuickBooks Self-Employed.

Still not seeing the option to add income? Let's perform some troubleshooting to see if it's a browser-related cause. We can clear the cache of your web browser. These files can become outdated, causing issues like the one with not being able to see the option to add this type of transaction. Here's a link to help you with the process: Clear Web Browser History. 

Let me know how this goes for you. I'm always here if you need me. Have a nice day!

The amount goes negative immediately and it gets recorded as an expense...

Let me help you sort this out, sharifanani.

All information added to your QuickBooks account depends on what your bank shares with us. I recommend checking this with your Financial Institution. You'll have to log in to your bank’s website and verify why the transaction appears as an expense when added as an income. 

If the transaction is posted correctly, we can perform basic troubleshooting steps before adding the transactions manually. The stored cache can affect the performance of QuickBooks Self-Employed (QBSE). This might be the reason why the amount shows negative.

To begin, I suggest logging into your QBSE account via an incognito window. This doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser. 

Here are the keyboard shortcuts:

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

Once signed in, add the income manually. If you're able to add it, let's clear the cache of your main browser. This helps remove its stored cache so it'll function efficiently.

If private browsing doesn't work, I recommend using different browsers. They will provide you the best and most secure experience with QuickBooks. For more details, I encourage you to read this article: System Requirements For QBSE. 

Additionally, I've included an article about categorizing transactions in QBSE. This helps you ensure your books are accurate: Schedule C And Expense Categories.

In case you have other questions in mind, click the Reply button to let us know. This way, we'll be able to answer them for you.

I see the Transactions tab, however I do not see the Add Transaction button, where is that located? Thanks

Good day to you, @Nu Vision.

I'll show you where to locate the Add Transaction button in your QuickBooks Self-Employed (QBSE) account.

1. Log in to your QBSE account using a supported web browser.
2. Click on Transactions at the left pane.
3. Choose Add transaction at the upper-right side of the page.

I've added this screenshot for your visual reference.

If you don't see the tab or button from there, I recommend opening QuickBooks using a private window to narrow down the result. In most cases, unexpected behavior with QuickBooks happens when there is too much cache stored on the regular browser you're using. The incognito window prevents any virus infections that can cause unexpected behavior when using QuickBooks.

You can use these keyboard shortcuts to save you time:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

If it works fine, I recommend going back to your original browser and clear its cache to start fresh.

For more tips about entering sales income and expenses in QBSE, you can open this article: Manually add transactions in QuickBooks Self-Employed.

Moreover, you can select the best category to organize your transactions accordingly. You can use this link as your guide: Updates to expense categories in QuickBooks Self-Employed.

Please let me know how else I can help you with adding transactions manually in QBSE. I'm always here to help. Keep safe!

Hello,

I am trying to add income as well and I keep seeing tutorials saying to do this. The transitions tab no longer looks like that when you click on it. Instead, it is broken up into the Bank transactions, app transactions, receipts, reconcile, rules, or Chart of accounts tabs - none of which have an option to add a new transaction. 

Welcome to the Community space, ehpburn.

Let me assist you in tracking income transactions in QuickBooks Online (QBO). The option Add New Transaction is not available in the Transactions Tab. However, I can help you track income transactions by creating a sales receipt. This is when your customer pays you on the spot for goods or services.

Let me guide you through the process:

1. Go to the + New icon.
2. Select Sales receipt.
3. Choose the customer from the Customer dropdown. 
4. Enter the sales info, such as the payment method.
5. Record line items for the products and services you sold.
6. Once done, click Save and close.

Furthermore, you can check out this article to learn how to accept electronic customer payments for online invoices and in-person sales in QBO: Take and process payments in QuickBooks Online with QuickBooks Payments.

You can click reply if you have further questions regarding handling income or QuickBooks-related concerns. I'll be here to help. You have a good one!