How to Manually Enter a Receipt in QuickBooks Canada

In this tutorial, you’ll learn how to manually enter a receipt into QuickBooks Canada.

This method is similar to other versions of QuickBooks but there are minor differences in the Canadian version.

Quick Instructions:

  1. Click the +New button above the left side menu
  2. Under Supplies click Expense
  3. Fill in the fields as needed
  4. Click save and close

Manually Entering a Receipt

Use this method for an expense that was not automatically downloaded through bank feeds.

To enter your expense click the +New button above the left side menu.

Under Suppliers select Expense.

Creating an expense manually in QuickBooks Canada

Only use Cheque if you actually paid with an cheque. Otherwise use Expense. 

Expense lets you  choose different payment accounts like your credit card, checking, cash accounts, etc. 

For this example, I’m creating this expense from a printed receipt for 2 plants purchased from Metro and paid for with a credit card:

I fill in the fields in QuickBooks as needed:

  • Payee: Metro
  • Payment account: Visa Credit Card
  • Payment date: 2/16/22

Payment method, ref. no and Tags aren’t necessary.

Under Category details, I enter the plants as supplies. For sales tax, I find that on the receipt between Subtotal and Total as HST.

This is what it looks like in QuickBooks:

Manually entering a receipt as an expense in QuickBooks Canada

You now know how to manually enter an expense into QuickBooks Canada. If you have any questions please ask them in the comments. Or click the green button below to schedule a free consultation.

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If you’d like to watch me walk through this process check out the video below:

 

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

  • Get organized and stay on top of your finances by tracking expenses, managing receipts, and closing your books effectively.

Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

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Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

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