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December 28, 2020
Question

How do you get an invoice from your emails into QuickBooks? purchased a new van and my invoice has been emailed over however I don't know how to transfer this info into the system

  • December 28, 2020
  • 1 reply
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1 reply

IamjuViel
December 28, 2020

Hello there, @absolutearbcare.

 

There are two ways to record the purchases you've made into QuickBooks. I can guide you on how to do it.

 

First, if you paid your can using a check and connected the bank account associated with it in QuickBooks, you can wait for the check payments to clear on your bank's website. Once posted, it will be downloaded automatically into your QuickBooks account. Just locate it from your transactions list and assign the correct SA103F deduction category.

 

The other way is for you to manually add the transaction. Here's how:

  1. Go to the Transaction menu.
  2. Select Add Transaction.
  3. Enter the amount and a description.
  4. Choose the Select a category menu.
    • If you have a receipt, you can drag and drop it onto the form.
  5. Click Save.

Get back to us here if you have other questions about tracking your self-employed related expense transactions. I'm always here to help.