Skip to main content
January 6, 2022
Question

How do I manually add cash transactions

  • January 6, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Jessica_young
January 6, 2022

I can help you add in cash transactions, @randi-smith-kw-c.

 

Below are steps to add this transaction from whatever device you're using:

 

 

On a web browser

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. Select the Select a category menu. Select the best category to organize your transaction. Learn more about categories.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. When you’re done, select Save.

On an iPhone or iPad (iOS)

  1. Select the Transactions menu.
  2. Tap the Plus icon.
  3. Select Add income manually or Add expense manually.
  4. Fill out the details.
  5. If you're entering an expense, select Category. Then select an expense category. Here's a list of all the expense categories in QuickBooks Self-Employed.
  6. If you want to add a receipt, tap Attach receipt.
  7. When you're done, select Save.

On an Android phone or tablet

  1. Select the menu  icon and then select Transactions
  2. Tap the Plus icon.
  3. Select Add income manually or Add expense manually.
  4. Fill out the details.
  5. If you're entering an expense, select Category. Then select an expense category. Here's a list of all the expense categories in QuickBooks Self-Employed.
  6. If you want to add a receipt, tap Attach receipt.
  7. When you're done, select Save.

Let me know if I can help with anything else on this, or any questions you have in QuickBooks Self Employed! Take care.

January 6, 2022

I don't have an 'add transaction' option

January 6, 2022

Thanks for getting back here in the Community, @randi-smith-kw-c. I'll make sure you can add your cash transactions into QuickBooks Self-Employed (QBSE). 

 

To get rid of this problem, let's perform a few browser troubleshooting solutions to get the missing option back in QBSE.

 

You can open a private or incognito window and use it to access QBSE. Sometimes the cache stored in the system can cause the product to misbehave. Check out these keyboard shortcuts:

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

 

If you're able to see the Add transaction using a private browser, go back to your regular browser and clear its cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. Otherwise, using another supported browsers can be a good alternative too.

 

If everything's good, you can follow the steps provided by my colleague, Jessica_young above to add you cash transactions manually.

 

For additional reference, you can check out this article: Manually add transactions in QuickBooks Self-Employed.

 

I'm also adding these helpful articles to help you manage your QBSE account:

 

 

Tag me in a comment below if you have other questions about manually adding cash transactions in QBSE. I'll be around to help you out further if you need it. Have a wonderful day!