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Adding expenses in QuickBooks Desktop

Here are the step-by-step instructions to add expenses in QuickBooks Desktop:<br><br>

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Adding expenses in QuickBooks Desktop

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  1. Instructions to add expenses in QuickBooks Desktop

  2. If you’re a QuickBooks Desktop user, the process of recording or adding an expense in QuickBooks can be a bit different. However, don’t worry; we will mention all these steps with pictures so you can successfully add your expenses to QB Desktop. 

  3. Step 1: Open Expenses • Firstly, head to the “Create +” menu. • Then, select “Expense” under the “Suppliers” section.

  4. Step 2: Select A Payee • Firstly, head to the “Expense” window. • Then, select “Payee.” • Next, click the “Add” option to add the name of the Payee.

  5. After that, if you wish to add additional information about the Payee, tap “+Details or Save.”

  6. Step 3: Select An Account • Firstly, choose the account that you used to make the purchase. • Then, you need to select a “Checking Account” if you’re making debit card transactions.

  7. Step 4: Enter The Date • Now, head to the “Payment date” field. • Then, set the date for when you made the purchase.

  8. Step 5: Type In The Payment Method • Now, head to the “Payment Method” field. • Then, choose any option from credit card, check, or cash.

  9. Step 6: Select A Category • Now, from under the “Account” section, pick a category for the service or item you paid for.

  10. Next, tap the “Add lines” button if you bought services or items from various categories using this check. • Make sure to enter each category and spend amounts on separate lines.

  11. Step 7: Enter A Description • Now, head to the “Description” field. • Next, enter the details about the purchase.

  12. Step 8: Add The Amount • Now, go to the “Amount” field and enter the purchase amount. • Also, use the “Sales Tax” field to mention the appropriate sales tax.

  13. Step 9: Saving • Now, tap “Save and New” to save your current expense and start a new one. • Finally, click on “Save and Close” after you’re done.

  14. Contact Us Phone: +44 800 054 8150 Email: info@mwjconsultancy.co.uk Address: 135 Piccadilly London W1J 9HF Website: www.mwjconsultancy.co.uk

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