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jito54
March 31, 2020
Question

Can you tell me how to add income? I can add expenses but not income

  • March 31, 2020
  • 1 reply
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Original commenter did not share additional details

    1 reply

    Ashley H
    Ashley H
    March 31, 2020

    Welcome to the Community, @jito54.

     

    No worries, I'm here to guide you through the process on how to add income to your QuickBooks Self Employed account. Here's how:

    1. Go to the Transaction menu and select Add Transaction.
    2. Enter the amount and a brief description.
    3. Browse the Select a category menu and choose the best option to organize your transaction.
    4. When you’re ready, hit Save.

    If you're using the mobile app, you can see the steps in this Community Article: Manually add transactions in QuickBooks Self-Employed.

     

    Still not seeing the option to add income? Let's perform some troubleshooting to see if it's a browser-related cause. We can clear the cache of your web browser. These files can become outdated, causing issues like the one with not being able to see the option to add this type of transaction. Here's a link to help you with the process: Clear Web Browser History. 

     

    Let me know how this goes for you. I'm always here if you need me. Have a nice day!

    S
    sharifanani
    October 29, 2020

    The amount goes negative immediately and it gets recorded as an expense...

      C
      CharleneMaeF
      October 30, 2020

      Let me help you sort this out, sharifanani.

       

      All information added to your QuickBooks account depends on what your bank shares with us. I recommend checking this with your Financial Institution. You'll have to log in to your bank’s website and verify why the transaction appears as an expense when added as an income. 

       

      If the transaction is posted correctly, we can perform basic troubleshooting steps before adding the transactions manually. The stored cache can affect the performance of QuickBooks Self-Employed (QBSE). This might be the reason why the amount shows negative.

       

      To begin, I suggest logging into your QBSE account via an incognito window. This doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser. 

       

      Here are the keyboard shortcuts:

      • Safari: Command + Shift + N 
      • Google Chrome: CTRL + Shift + N
      • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

       

      Once signed in, add the income manually. If you're able to add it, let's clear the cache of your main browser. This helps remove its stored cache so it'll function efficiently.

       

      If private browsing doesn't work, I recommend using different browsers. They will provide you the best and most secure experience with QuickBooks. For more details, I encourage you to read this article: System Requirements For QBSE. 

       

      Additionally, I've included an article about categorizing transactions in QBSE. This helps you ensure your books are accurate: Schedule C And Expense Categories.

       

      In case you have other questions in mind, click the Reply button to let us know. This way, we'll be able to answer them for you.

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