Transaction categories

Let me guide you on how you can view the list of categories in QuickBooks Self-employed, KellyTips.

You'll have to select the type of transaction for your categories to show up in all the category lists. I've added a screenshot for reference. Also, please know that the screenshots provided may be in the US version, however, they work just the same way as the UK version:

Once you've selected the type, you can click the category so you'll be able to view the list. I've highlighted the category in yellow.

To learn more about the most common allowable expenses that you can claim against your income tax, check out this article for more details: Allowable And Disallowable Expenses Explained.

Furthermore, to make sure to keep up your transactions, you can run reports so you'll know the different aspects of your business. You'll only have to customise them to make sure you'll get the data you need. Go through this article for your guide: Customise Reports In QuickBooks Online.

Drop a comment below if you need further assistance with categories. I'll be here to help you.

I can not see any screenshots 

I have seen your screenshot now and replicated this on my web browser QB account - and I only see the categories shown in my screenshot attached. I see more category options when I review and approve unreviewed transactions in the app

see attachment

Thanks for getting back here, @KellyTips.

To start, we can manually search for the specific category when classifying the unreviewed transactions. Please refer to the screenshot below:

For reference, check out this article: Categorise transactions in QuickBooks Self Employed.

If you're unable to see the specific category, we can perform some troubleshooting steps to determine if this is a browser issue. Let's begin by accessing your QBSE account via an incognito browser to have a clean slate. Below are the shortcut keys you can use:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + P
• Safari: press Command + Shift +N

Once signed in, categorise the unreviewed transaction again and check the categories. If this works, go back to your regular browser and clear the cache to eliminate the piled-up data. If not, you can use another supported browser or device. 

If you still encounter the same thing, I recommend reaching out to our phone support team to further investigate the root cause of the issue. They use specific tools to pull up your account and check the set up. 

I'll be always here ready to lend a hand if you have any other concerns categorising your transactions in QuickBooks. Have a good one and stay safe.