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When I change the category for an expense it doesn't reflect in reports after the change..

Hello, I'm totally new to this and I'm still on my free trial.

Initially I had accidentally saved a couple purchases as business expenses when they should have been capital cost allowance. No problem I thought, I went, changed it, saved it, it shows in my transactions that it's Capital Cost allowance, yet when I generate reports or my "top deductions" doesn't reflect the amount, it stays at $0. Same result on desktop as on mobile when I made the change or check the reports.

Is this a bug? and I missing something? Do I need to re-upload the receipts and do them again?

Thanks in advance!

3 Comments
QuickBooks Team

Re: When I change the category for an expense it doesn't reflect in reports after the change..

Welcome aboard, NickW!

 

You can change the date range of your report and include the date of the transactions. If it's the same, please contact our Chat support to check this further.

  1. Click on Help and choose Contact us.
  2. Enter a short detail of the scenario and click Continue.
  3. Click the Start a chat button.

If you have other questions, feel free to add a comment below.

Not applicable

Re: When I change the category for an expense it doesn't reflect in reports after the change..


@JessT wrote:

Welcome aboard, NickW!

 

You can change the date range of your report and include the date of the transactions. If it's the same, please contact our Chat support to check this further.

  1. Click on Help and choose Contact us.
  2. Enter a short detail of the scenario and click Continue.
  3. Click the Start a chat button.

If you have other questions, feel free to add a comment below.


 

Sorry for the late reply. Thank you.

I'm filing my HST and so I had a couple purchases for the business (hardware essential to doing my job), so that should appear in the Capital Property Allowance section for just the taxes I paid on it, is that right?

I tried changing the date range, looked at only 2018 which is when it was, still not seeing the tax amount in taxes reflected on that field though.



 

QuickBooks Team

Re: When I change the category for an expense it doesn't reflect in reports after the change..

Hi Nick.

 

I want to make sure you're able to get on track with using your QuickBooks Self-Employed account.

 

In the program, the information should appear how you've categorized the transactions. In the Tax Summary report, for instance, the expense amount without taxes will appear alongside the category, in this case the Capital Property Allowance. The taxed amount will show further down in the tax area.

 

If your question is about which categories you should be choosing, I advise that you speak with an accountant. While the QuickBooks support team can help with the tech side of things, we leave the accounting part to the professionals. It's important to us that your books are correct.

 

For further troubleshooting with your reports, please reach out to the dedicated QuickBooks Self-Employed team via the method that JessT mentioned. Another way to get in touch is via email using our contact page. Simply choose QuickBooks Self-Employed from the options and fill out the form.

 

All the best to you. :)