Add or edit other transactions

You can add other transactions in addition to deposits and expenses, such as transfers between accounts, to track other transactions of funds that you make in the course of your business operations.

Note: You cannot change transactions once you enter the informatoin. You must delete the transaction, and then enter the transaction again.

  1. In the Transactions screen, click New Transaction, and then click Other Movements.

  2. Enter the information.

    Note: The Date field defaults to the date you add the transaction.

  3. Click Upload Receipt if you want to attach a receipt to the transaction.
  4. Click Save & New to make another entry, or click Save & Close to close the screen.