how to post expenses


Glad to see you here, scotthamm82.

I can help you post your expenses to QuickBooks Self-Employed.

Is this a cash transaction? If so, you can manually add it to QBSE. However, if this is coming from the bank connected to your account, then you can simply categorize them once posted to your transactions tab.

Check the steps below on how to manually enter an expense:

  1. Go to your Transactions tab.
  2. Click the Add transaction button.
  3. Set the date, enter a description and select a category. 
  4. Click the Save button. 

Here’s also how to categorize your bank transaction as an expense:

  1. Go to your Transactions tab.
  2. Locate the bank transaction, set the type as Business and choose the best category.

There's a lot of categories to choose from. To help you select the right one, you may check this Category types article for more information. 

Here's some topics that can help you get going if you're still new to QBSE:  

That should do it. If you have any other questions or would like me to clarify anything else about your expenses, let me know. I am always glad to help in any way I can.​ Have a great rest of the day. 
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IntuitMaryJoy , Community Support Specialist
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