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Billthespark
April 9, 2019
Solved

How do I add cash payments into quick books

  • April 9, 2019
  • 2 replies
  • 0 views

I have created an invoice where the customer paid cash and as so it’s not in my bank account so it does not show on my income.

Best answer by TaliaI

Hi sorry if I’m not getting it . But where do you add The cash account as I can’t find it anywhere. If I try to add in accounts all I get are bank accounts.


Hello,

 

When adding a transaction, you will have an option to select which account this is under - under the Accounts tab the top of the list. Here you will have an option for a cash account.

 

Thanks,

 

Talia

2 replies

J
JamesDuanT
April 9, 2019

Since you've already received the invoice payment in cash, we'll need to mark the invoice as paid in QuickBooks Self-Employed, Billthespark.

  1. Click Invoices on the left menu.
  2. Look for the invoice and click Mark as paid.

Then, we'll need to record the amount manually to your account:

  1. Select Transaction on the left menu and click the Add transaction button.
  2. Enter the transaction details (DATE, TRANSACTION, AMOUNT, and CATEGORY).
  3. Click Save.

Let me know if you have more questions about paying invoice. Have a great day!

 

B
BillthesparkAuthor
April 9, 2019

Hi thanks for your reply. But how do I add cash payment in quick books.

JamesC
JamesC
April 9, 2019

Hey,

 

When you are on the Receive Payment, you select your Cash Account or petty cash in the Deposit To field.

 

If you have not set up the cash account, then you do this using the Add New button, when selecting your account or when in the Chart of Accounts section

 

Thanks,

J
Jack Munro
April 9, 2019

Did you find out how to do this?

I'm in the same boat as you, the options suggested were not available...

 

Thanks

M
MirriamM
April 9, 2019

Hi Jack Munro,

 

Let me help share information on how to record cash payments.

 

If you are using QuickBooks Self-Employed, manually added transactions automatically recorded to Cash account.

 

To record cash payment of your invoices, here's what you'll need to do:

  1. Click Transactions in the left navigation menu.
  2. Click Add Transaction button in the upper right hand.
  3. Enter Date, Transaction Description, Amount, and select a category.
  4. Click Save.

For additional reference, you can check this article: Add a new transaction in QuickBooks Self-Employed.

 

That's it! However, if you mean something else, please let me know and provide more details. I'm always here to help. Have a great day!

J
Joss Camilla
January 7, 2020

How do I change it from cash to receipt scan? (I have a few receipts that have been automatically logged as Cash)

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