Recording professional qualification expenses

To record a professional qualification expense in QuickBooks Self-Employed (QBSE), you need to select the correct HMRC tax category for your downloaded transaction. I recommend consulting your accountant to identify the correct category that applies to your specific situation.
 

Alternatively, you can follow these steps to manually record the expense if your bank isn't connected:

1. Go to Transaction and click Add Transaction.
2. Enter the date, amount, and a description for the transaction.
3. Select Business Type and choose the appropriate Category.
4. Click Save.

I'll add this article to give you more context on how to determine the right category for your professional qualification cost: Allowable and disallowable expenses.


If you have any other questions, feel free to let us know. We're here to help.