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Max79
Level 2

QB Self Employed - Personal Categories/Accountant View

Hi

I'm just setting up QB Self Employed for the first time and am having difficulty with a few things...

 

1. I would like to breakdown (and view) my 'personal transactions' into further sub-categories (rather than just one 'personal')... how can I do this?
2.How do I change my settings to 'Accountant View'? The QB Self Employed 'Business View' is over simplified, and I understand that you can set up new/additional categories when working in Accountant View?
 
Many thanks
Max
Solved
Best answer February 11, 2022

Accepted Solutions
GeorgiaC
QuickBooks Team

QB Self Employed - Personal Categories/Accountant View

Hi Max79, you would require QuickBooks Online (Simple Start, Essentials, or Plus) for the ability to create custom accounts and sub-accounts. :)

View solution in original post

7 REPLIES 7
Ashleigh1
QuickBooks Team

QB Self Employed - Personal Categories/Accountant View

Hello Max79, 

 

 

Welcome to the Community page,

 

 

So the answer both your Questions 1 and 2 is no it is not possible to do either in Quickbooks self employed. You can only have accountant view is if you are an accountant. 

 

Max79
Level 2

QB Self Employed - Personal Categories/Accountant View

Thanks for the reply.

 

Do you know what QB version I would need to also be able to sub-categorise Personal transactions?

 

Max

 

GeorgiaC
QuickBooks Team

QB Self Employed - Personal Categories/Accountant View

Hi Max79, you would require QuickBooks Online (Simple Start, Essentials, or Plus) for the ability to create custom accounts and sub-accounts. :)

Max79
Level 2

QB Self Employed - Personal Categories/Accountant View

Thank you.

 

And are all the functions of QB Self Employed available on QB Simple Start? If so I may transfer...

 

Rose-A
Moderator

QB Self Employed - Personal Categories/Accountant View

I appreciate you getting back to us, Max79.

 

QuickBooks Online and QuickBooks Self-Employed are two different versions.

 

The main difference between both programs is that QuickBooks Self-Employed is designed for Independent Contractors, while Simple Start is for Small Businesses.

 

You can go through the following write-ups to know more about the difference between the two QuickBooks platforms as well as their functions. On the same link, you'll find steps on how to transfer your self-employed data to the online version:

 

QuickBooks Comparison Chart. 

Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Should you have any additional questions, please let me know. I'd be more than willing to lend you a hand. Have a good one.

Penny45
Level 1

QB Self Employed - Personal Categories/Accountant View

I have this problem too. I want to separate types of income instead of everything just being Income. QBSE really needs a couple more options.

Ethel_A
QuickBooks Team

QB Self Employed - Personal Categories/Accountant View

 

 Welcome to the Community, @Penny45. I'll share some insights about QuickBooks Self-employed and QuickBooks Online.

 

The main distinction between the two products is that QuickBooks Self-Employed is for independent contractors, while QuickBooks Online is for small businesses.

 

You can learn more about the differences between the two QuickBooks platforms and their functionality by reading the following articles: 

 

QuickBooks Comparison Chart. 

Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Let me know if you have additional questions about QuickBooks Self-employed. I'm always around to help.

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