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dpfrey66
February 23, 2021
Solved

Do all manually entered transactions ( as opposed to the ones synced from my connected accounts)automatically get listed under the "Cash" account? Thanks, David

  • February 23, 2021
  • 1 reply
  • 0 views
I have a connected account that wont sync more than 6 months back and they also can not export via .csv. So i have to manually enter. They all show up under "Cash" when I enter them, not with the rest of the synced transactions for that account. Is that correct or am i missing something?
Best answer by ReymondO

Hey there, @dpfrey66.

 

Yes, Self Employed (QBSE) does have a default cash account. Once you manually enter your transactions, the program will automatically create and add them to this account.

 

Thus, there's no need for you to worry since what you've done is correct. 

 

You can also read this article about adding transactions in QuickBooks Self-Employed. It'll walk you through the steps on how to track your income and expenses.

 

Get back to me anytime if you have any more questions with regards to managing your transactions in QBSE. I'll be happy to help.

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
February 23, 2021

Other than CSV, which file format do you can get from your bank?

R
ReymondOAnswer
February 23, 2021

Hey there, @dpfrey66.

 

Yes, Self Employed (QBSE) does have a default cash account. Once you manually enter your transactions, the program will automatically create and add them to this account.

 

Thus, there's no need for you to worry since what you've done is correct. 

 

You can also read this article about adding transactions in QuickBooks Self-Employed. It'll walk you through the steps on how to track your income and expenses.

 

Get back to me anytime if you have any more questions with regards to managing your transactions in QBSE. I'll be happy to help.

    D
    demonspeemon
    August 11, 2022

    OK - are we able to reclassify them to the correct account that they were originally suppose to go into?

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