Thanks for providing that clarification, humancstand,
I know that you wanted to customise your expenses and create custom categories in QuickBooks Self-Employed. However, performing this task is unavailable because the categories we include are all rolled up to the HMRC Self-Assessment categories form for self-employed individuals.
This makes it quicker and simpler for you to track your spending and take the correct allowable expenses when you file your annual tax. It also means our estimates of the tax you'll owe are more accurate too.
As for your other concern in marking your transaction as Transfer, here's what you'll need to do:
- Go to the Transactions page.
- Mark your transaction as Business.
- Click the right-facing arrow at the right end of the row.
- Click the Category drop-down menu or click the blue link "Business Income" under category column.
- Type in "Transfer" in the search field and select "Transfer".
For additional reference, I'm attaching some helpful articles that you can check:
Please don't hesitate to let me know if I can be of further assistance. I'm always here to help.
