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NewberyPlumbing10
January 13, 2020
Question

Saving multiple reciepts for a transaction

  • January 13, 2020
  • 1 reply
  • 0 views

I am new to QBSE and am in the process of setting up and reconciling all my transactions. I run a small plumbing & heating company and each monthly payment to a supplier might not only be parts for jobs but tools i might have bought from the same plumbers merchants.

 

Can anyone tell me how i can save multiple receipts for the same payment to a supplier?

 

Thanks

 

1 reply

JessT
JessT
January 13, 2020

Welcome, and thank you for subscribing to QuickBooks Self-Employed, NewberyPlumbing10.

 

You can record your payments as Business types, then select the right Category. The category you choose will indicate if a transaction is an income or an expense.

  1. Click Transaction on the left-hand side.
  2. Click the Add transaction button.
  3. Choose your account.
  4. Enter the date, details of transaction, amount. and category.
  5. Enter a note and click Save.

This is how transactions are entered in QBSE: select the type and the right category. The Category will be your indicator if it's an income or an expense.

 

As for reconciling your account, this isn't a feature in this product.

 

Let me know if you have other questions in mind. Have a good day!

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