can we create new categories

Hi there, 

Thanks for reaching out with your question regarding QuickBooks Self-Employed. I know how convenient it would be to have the ability to categorize things the way you'd like in your bookkeeping. 

QuickBooks Self-Employed has provided categories that we believe can suit any transaction. At this time, you're unable to add new categories, and you'll have to select an option from the list as it's shown in your account. 

I can appreciate that this is something that would greatly benefit you and your business needs, so I'd be happy to submit your feedback about this to the proper team. We're always looking for ways to improve our products, and this would be a great idea. 

Let me know if I can help you in any other way. 

Have a great day!

Thank  you. 

What category do you suggest I use for when I am paying a consultant for my business? 

They invoice me. 

You're welcome. 

I realize that getting some clarification or advice on which categories to select would be really helpful. For that type of advice though, I'd look to your accountant for their suggestions.

I've also come across this memo regarding this feature suggestion. Take a look at what our team says about Custom categories in QuickBooks Self-Employed. 

I hope this helps. 

Cheers!

It would be great if I could import my categories to someone so they could create a "Real Estate" category template. I would imagine you would instantly have hundreds of thousands of Realtors using QB. Regardless, there should be a "Continuing Education" or "Education/Training" category since many professions require that to maintain licensing credentials.

Thanks for joining the discussion, dhmaui! These are some great suggestions. Your feedback is much appreciated, and I'm going to be passing on your thoughts to my team. :)

I would like to create a category for Charitable Donations. I'm not sure how to keep track of them without a separate category.

Inventory, prototype molds and pieces, there are numerous things we are having to enter into a separate spreadsheet in order to track everything.  

so should I be chasing another quick book for farming

You said your categories cover everything.  They don't.  And, by the way, that is a totally arrogant response -- You know everything that everybody needs -- you are pretty F-in smart.  '

Just let users add categories

Please confirm when this feature will be available? 

There are expenses such as auto lease and auto insurance, that can't go under motor vehicle expenses because auto lease and auto insurance have a line item required on the CRA tax form and can't be lumped under s single category? I am wrong in this statement. Why not allow custom categories?

Hi Tony,

Thanks for joining us here. Being able to accurately categorize your transactions is essential to keep your books precise. I can see how customizing categories could be a useful tool for the running of your business. At this moment, this feature is not available in QuickBooks Self-Employed. To ensure you're staying compliant to the CRA when managing your books, I'd recommend talking to your accountant. If you'd benefit from additional options in organizing categories, feel free to leave feedback for our product development team in the app by going to the Gear icon and scrolling to Help. When the chat opens up, type feedback and what you'd like to share and it'll be passed to the team.

Don't hesitate to reach out anytime if you need anything else. :)

Lame.  We need to be able to add new categories.

What category would medical expenses go under and do I have to explain that it is medical

Hi wendyproch,

Thanks for joining us here.  It's important that you're recording your medical expenses in accordance with government guidelines.  For this reason, I suggest reaching out to an accounting professional for their expertise and best course of action.  If you don't have an accountant, we can help you locate a ProAdvisor in your local area.

If you have any other questions, feel free to reach out again.  We'd be glad to help!