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mikechicago13
Level 1

I am not able to add income manually. Doesn't ask who paid me anymore and the save button is gray so I can't press it.

 
4 Comments 4
JenoP
Moderator

I am not able to add income manually. Doesn't ask who paid me anymore and the save button is gray so I can't press it.

Hi there, mikechicago13.

 

The save button will be grayed out if there's a missing information that't required when manually recording a transaction. Make sure it has a Date, Description, Amount, and a Category. It will also not ask the name of the customer unless you're creating an invoice.  

 

Here's an article for more details: Manually Add Transactions In QuickBooks Self-Employed.

 

You can also check out these articles in case you're adding multiple transactions: 

 

 

The Community is always here if you need anything else. 

mikechicago13
Level 1

I am not able to add income manually. Doesn't ask who paid me anymore and the save button is gray so I can't press it.

I am talking about the app. See screen shot

mikechicago13
Level 1

I am not able to add income manually. Doesn't ask who paid me anymore and the save button is gray so I can't press it.

See screen shot. I have been using the app for 2 years.

Rose-A
Moderator

I am not able to add income manually. Doesn't ask who paid me anymore and the save button is gray so I can't press it.

I appreciate the screenshot you've provided, mikechicago13. Let me help go over to your account and have your income transaction saved.

 

When the application is not fully functional, performing the recommended basic troubleshooting steps will resolve the issue. First, clear the app's cache files. Doing so helps in fixing any sorts of errors in the system. Here’s how to do that:

 

  1. From the Menu ☰, select Help & Feedback.
  2. Select on Refresh Data.
  3. Hit Refresh.

 

If you're still unable to save your transaction after resetting, I'd recommend uninstalling and reinstalling the app, then log back into your QuickBooks Self-Employed account and see if it rectifies the issue.

 

However, if the problem persists, I'd suggest adding your income transaction on a web browser. Also, I would recommend getting in touch with our QuickBooks Support to have this investigated. Please use a different device from the one we will be helping you with.

 

  1. Click Assistant at the upper right corner.
  2. Type in "Talk to a human."
  3. Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback. Keep in mind, some options are only available at certain times.

 

I recommend editing, assigning, and categorizing your transactions. Doing so will help you ensure the accuracy of your financial records. Additionally, you can visit the following write-up regarding how Schedule C categories show up on your financial reports: Schedule C and expense categories in QuickBooks Self-Employed.

 

I want to make sure everything is taken care of for you, so please let me know if you have any other Self-Employed concerns or anything with managing your income transactions. I'll be here to help. Have a great rest of the day!

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