Recording of Expenses in Quick Books

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Recording of Cash Purchases/Petty Expenses in Quick Books 

Making Petty Expenses Payments

Petty cash is a small fund of cash kept on hand for small expenses. Use this interphase to record cash expenses and cash purchases.

To record petty cash expenses follow the navigation:

Go To > Home Page/Banking TAB > Write Checks


  1. First select the Cash/Bank Account from which you are making payment.
  2. Select the Vendor, Employee or other person's name for which or on whose behalf you are making payment.
  3. Entry No. by default generated automatically in sequence buy you can also make it customized according to your desire e.g. CPV/BPV-001 but for this you have to uncheck "To be Printing" checkbox.
  4. For Items Purchased on Cash Click on Item Tab else click on Expenses Tab if getting services from someone on cash. (Not on Credit basis)
  5. Enter the date of transaction above and from dropdown select relevant Account. For example you have served your guest with cold drink and Biscuit amount CU100.
  6. Select “Entertainment Expenses” in Account and put 100 in Debit column.
  7. Select “Cash in Hand/Petty Cash/Bank  in Bank Account field in the top of the screen.
  8. In memo you can enter description or reminding notes.
  9. Customer Job column is used when you want to allocate this expense to a specific Job.
  10. Class is cost center for expense/Cost tracking against a cost center
  11. Billable will be checked only when the subject expenses are billable to a customer.
  12. Click on "Save & Close" or "Save & New" to save transaction.

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