Adding a manual transaction
Adding transactions manually
What is this?
You or your client can add individual transactions to their Record Keeping to ensure all transactions are digitally logged and included in the tax return.
How do I do this?
Go to Record Keeping and select Add Transactions Manually
Select Income or Expense
Enter the description, recipient, business source and category
Choose the Account and input Date and Value
Mark as refund if applicable by changing the slider
Attach receipt/ invoice and add notes if required
Select Add transaction to save
Watch our video guide
Need help?
If you need any assistance please check out the other articles in our Help Centre for how to get started using your account and if you have any further questions you can contact our support team here
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