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ceshannon
Level 1

can you set up your own categories

how do i set up departments

1 REPLY 1
Jeff_S
QuickBooks Team

can you set up your own categories

Hello there, Ceshannon.

 

Here’s how to set up your categories (departments) in QuickBooks Online Solopreneur:

 

  1. Log in to QuickBooks Solopreneur.
  2. Go to the left navigation panel and select Settings (gear icon).
  3. Click on Categories under the Lists section.
  4. On the Categories page, look for an option to add a new category or department.
  5. Optionally, you can select a category type:
    • Income
    • Expense
    • Other Income
    • Other Expense
  6. Then, click Save.
     

Refer to this article on how to create custom categories: Custom categories in QuickBooks Self-Employed.

 

If you have further questions, feel free to reach out again. I'm always here to help.

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