Thanks for joining us here, Hamilton.
I'm here to ensure you can record monthly payments in your QuickBooks Self-Employed (QBSE) account.
To begin, if your account isn't connected yet to QuickBooks, you can manually add transactions to record the payments in your account.
Here's how:
- On the left navigational panel, go to the Transaction menu.
- Select Add Transaction.
- Enter the amount and a description.
- Choose the Select category menu to organise your transaction. To learn more about categories, check this out.
- If you have a receipt, you can drag and drop it onto the form.
- Once done, hit Save.
However, if your account is already connected, QuickBooks will automatically download the transactions, and all you have to do is to categorise them.
Additionally, here's an article you can browse in case you need assistance creating a new transaction from a receipt image: Record or attach expense receipts in QuickBooks Self-Employed.
Keep me posted in this thread if there's anything else you need further assistance with when recording payments. Stay safe, and have a good one.
