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Self Employed - Creating own expense category

Forum|Forum|5 years ago
February 14, 2021
1 reply
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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

QuickBooks Self-Employed

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.

AlcaeusFAnswer

Level 14

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.

C

carynvAuthor

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

C

Carolyn999

Hi jonbrown6m thanks for joining this thread

We'll be happy to share some insight on the categories in QuickBooks Self-Employed.

The Tax Summary in QBSE generates figures for boxes 15 - 46 which you can use to complete the corresponding boxes on the SA100.

Each heading on the Tax Summary is linked to one or more categories. For example, the heading Phone, fax, stationary, and other office costs groups the categories Office supplies/equipment and Phone and internet.

Having more categories (than groups) allows you to have a more detailed breakdown of your income and expenditure.

Thanks for reaching Intuit QuickBooks for support on the Community. We'll be around if you have any additional queries.

I am also using the self-employed version of quickbooks and doing my own book keeping. My previous accountant put things like Dropbox, Audible, Focusmate, Blinkest and Which under the catagory of subscriptions. But I don't know which category I can use on QuickBooks?

Similarly, under the expense catagory of Software my accountant put: Apple (icloud storage), Google Play (Storage), Zoom, Microsoft 360, Adobe creative Cloud, Otter.ai, Passion IO. I didn't which category to put these under with your limited list. Could you please advise which of the limited categories in your current QuickBooks Intuit Online sole trader platform I can use for these types of expenses? I can see that there is a 'new' tab, but I am not sure that I can add an expense category using it. I look forward to hearing back from you.

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