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Cor-Pat
Level 1

Some of my travel expenses are being categorised as allowed and others are going though as disallowed, how do i fix this

 
1 REPLY 1
GenieBabe_L
QuickBooks Team

Some of my travel expenses are being categorised as allowed and others are going though as disallowed, how do i fix this

Hello there, @Cor-Pat.

 

In QuickBooks Self-Employed (QBSE), allowable expenses are  for business purposes, and disallowable expenses are for personal use.

 

For more detailed information and the lists of allowable and disallowable account detail types, feel free to review this article: Understanding allowable and disallowable expenses.

 

If you’ve set up bank rules, there are instances where transactions are categorised incorrectly. We can reopen or recategorise those transactions to ensure the category/account is accurate.

 

Here’s how:

 

  1. Go to the Transactions tab.
  2. Click the incorrect category of the specific transaction.
  3. Use the search bar to enter your preferred category.

 

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If anything needs clarification, feel free to comment below.

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