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M
Mascot 12
March 8, 2024
Question

Enter a debit card card in quickbook self employed

  • March 8, 2024
  • 1 reply
  • 0 views

Hi,

Just started using quick books self employed and have got most things how I want them, the only thing I cannot work out how to do is enter a debit card sale if someone pays me by card for a item I sell, if I do it from transactions it only gives me a cash option is there a way I can change it to card?,

1 reply

MariaSoledadG
MariaSoledadG
March 8, 2024

I'll share some details on this to guide you on what you can do, Mascot. 

 

Once you manually enter transactions in QuickBooks, it will only automatically give you a cash option. You'll want to manually import your transactions  You'll want to manually import transactions, so you'll have the option to choose which account you want to enter.

 

  1. Go to the Profile ⚙ icon and select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

 

Furthermore, learn how you speed up the review process by automatically categorising transactions. Go through this article for more details: Set Up Bank Rules to Categorise Online Banking Transactions in QuickBooks Online.

 

Let me know if there's anything else that you want to know about entering transactions. I'm always right here to help you anytime. 

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