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February 14, 2021
Solved

Self Employed - Creating own expense category

  • February 14, 2021
  • 1 reply
  • 15 views

Hello - I would like to create my own expense category in SELF EMPLOYED app.  How do I do this?  I have read the function is possible in other subscriptions but cannot find for SELF EMPLOYED.  Thank you

Best answer by AlcaeusF

Hi @carynv,

 

Welcome to the Community. I can provide some clarification about adding expenses in QuickBooks Self-Employed (QBSE).

 

The categories in the system are patterned after the categories provided by the HMRC  As of now, the option to add new categories in the program is unavailable.

 

Please note that the Self-Employed version doesn't have an Accounting menu or Chart of Accounts, like QBO. This is the reason why you can't create another category. 

 

While we assess this, I want you to be the first to hear about the latest QuickBooks innovations, so I’m including an article to view the details: Firm of the Future.

 

You can also check the following article for more information about custom categories: Custom categories in QuickBooks Self-Employed.

 

Drop me a comment below if you have any other questions concerning the categories. I'll be more than happy to help. Wishing you a good one.

1 reply

AlcaeusF
AlcaeusFAnswer
Level 14
February 14, 2021

Hi @carynv,

 

Welcome to the Community. I can provide some clarification about adding expenses in QuickBooks Self-Employed (QBSE).

 

The categories in the system are patterned after the categories provided by the HMRC  As of now, the option to add new categories in the program is unavailable.

 

Please note that the Self-Employed version doesn't have an Accounting menu or Chart of Accounts, like QBO. This is the reason why you can't create another category. 

 

While we assess this, I want you to be the first to hear about the latest QuickBooks innovations, so I’m including an article to view the details: Firm of the Future.

 

You can also check the following article for more information about custom categories: Custom categories in QuickBooks Self-Employed.

 

Drop me a comment below if you have any other questions concerning the categories. I'll be more than happy to help. Wishing you a good one.

carynvAuthor
February 14, 2021

Thank you for taking the time to respond.  Well noted!

 

December 6, 2023

Hi JSSE, thanks for your contribution. We mark posts as resolved when the correct response has been provided (in this case, that the feature isn't available and feedback is required). This is to prevent users visiting the thread from reading all replies. 

 

If you haven't already, we'd also be grateful if you could share your feedback on our new QuickBooks Idea Exchange forum. We'll be reviewing all ideas submitted here, and if it gets to over 50 votes, we will review it with our Product team. 


Hello GeorgiaC,

Thank you for your response.

 

Perhaps it would be better / clearer and less misleading for QB staff to mark the post as 'Answered' rather than 'Resolved'. This would be correct and accurate rather than marking it as 'Resolved' which is both incorrect and misleading.

However you look at it, the issue is not and has not been resolved by the answer given - therefore marking the post as 'Answered' makes sense - but marking it as 'Resolved' when it has not been resolved is untruthful and is misleading.

Thank you for the link to the Idea Exchange.