Manually add transactions in QuickBooks Self-Employed (2024)

by Intuit•2• Updated 8 months ago

Learn how to enter sales income and expenses.

If you connect your bank and credit card accounts, QuickBooks Self-Employed automatically downloads your recent transactions. You can also manually add single transactions. QuickBooks Self-Employed gives you both options so you can do business anywhere, anytime.

Manually add a new transaction

On a web browser

1. Go to the Transaction menu and select Add Transaction.
2. Enter the amount and a description.
3. Select the Select a category menu. Select the best category to organize your transaction. Learn more about categories.
4. If you have a receipt, you can drag and drop it onto the form.
5. When you’re done, select Save.

On an iPhone or iPad (iOS)

1. Select theTransactions menu.
2. Tap the Plus(+) icon.
3. Select Add income manuallyor Add expense manually.
4. Fill out the details.
5. If you're entering an expense, selectCategory. Then select an expense category. Here's a list of all the expense categories in QuickBooks Self-Employed.
6. If you want to add a receipt, tap Attach receipt.
7. When you're done, select Save.

On an Android phone or tablet

1. Select the menu ☰icon and then select Transactions
2. Tap the Plus(+)icon.
3. Select Add income manually or Add expense manually.
4. Fill out the details.
5. If you're entering an expense, selectCategory. Then select an expense category. Here's a list of all the expense categories in QuickBooks Self-Employed.
6. If you want to add a receipt, tap Attach receipt.
7. When you're done, selectSave.

Tip: You can also create new transactionsdirectly from images of your receipt.