How to set up petty cash

Hi Kalvin,

Thank you for your query & hope you had a lovely weekend!

With QuickBooks Self Employed account you can only have one account on there so if you have your bank account connected you would not be able to add a Petty Cash account for this the only option would to add or use your cash account for this.

I have enclosed a link to our QuickBooks Community page where you can find step by step guides on how QuickBooks Self Employed works.

https://community.intuit.com/quickbooks-self-employed-uk

Please do not hesitate to contact us if you require further information and we will gladly assist you with them.

Kindest regards

Hi Kalvin,

QBSE has a Cash account by default...  you won't be able to add another cash account but you can add as many bank accounts as you need. Every time you manually create a transaction, it will be added to the Cash account and for petty cash, you will have to manually create a transaction.

Please do not hesitate to contact us if you require further information and we will gladly help you with them.

Kindest regards