Record Expenses
Don't have QuickBooks?
Read step-by-step instructions
Open Expenses
Go to the Plus Sign Menu and under Vendors choose Expense.
Choose a Payee
If it’s a new payee, type their name and click Add.
You can click Details to add more information or Save and do it later.
Choose an Account
Choose the account the money for this purchase came from. Keep in mind that if you’re using a debit card, you must choose a Checking Account, even if the card has a Visa or MasterCard logo.
Enter the Date
Enter the date you made this purchase.
Enter Payment Method
How did you pay for this purchase? Select cash, check or credit card.
Choose a Category
Under Account, choose an appropriate category for the item or service you paid for.
If you bought items or services from different categories with this one particular check, enter each category and the amount you spent on these items on separate lines by clicking Add lines.
Add a Description
In the description field, add details about this purchase.
Add Amount
In the amount field, add the amount for this purchase.
Saving
Click Save and New to save this expense and start another one, or Save and Close if you’re finished.
