I made a 4Q21 Estimated tax payment in January 2022. How do I get QBSE to apply it to Q4 from last year instead of Q1 from this year?

I've got the steps to apply your Q1 2022 tax payments to the Q4 of 2021, @dgingiss.

To begin with, you'll have to locate the downloaded tax payments and then exclude them from the Transactions page. This way, they won't be recorded under Q1 2022. I'll guide you on how to do it: 

1. Go to Transactions on the left panel.
2. Filter the list of transactions to show This Year only.
3. You can also filter the Category Type for Estimated Taxes only. 
4. Click the drop-down arrow to expand transaction details.
5. Put a checkmark on Exclude box. 
6. Hit Save. 

Once done, you'll have to manually enter these transactions and ensure the date is within Q4 of 2021, for example, December 18 of 2021.

1. From the Transactions tab, select the Add Transaction button.
2. Enter the Transaction Details.
3. Make sure to use dates within Q4 of 2021 as the Transaction date.
4. Click Save.

I'm adding this reference for more details about recording entries by hand: Manually add transactions in QuickBooks Self-Employed.

Alternatively, if you imported the Q1 2022 payments, you can exclude the transactions and import them again with the Q4 2021 date. I've got this article to guide you with the process: Add Older Transactions to QuickBooks Self-Employed.

Additionally, please take a look at this article to learn more few things about managing imported and online banking entries: Categorize transactions in QuickBooks Self-Employed.

That should lead you in the right direction. If you have other concerns or fixes you want to know, feel free to place a comment below. I'm always ready to help you. Stay safe and more power to your business!

I appreciate the help here, and have done what you suggested. It worked.

However, I would like to see QBSE add the ability to assign a quarter to an estimated tax payment. We shouldn't have to go through so many steps to fix what is a "known error" in the software. 

Thanks for your help nonetheless!

Good to hear that the suggested solution works on your end, @dgingiss. Thanks for the quick reply as well. 

I can help you make everything possible in QuickBooks Self-Employed. Having the ability to assign a quarterly estimated tax payment is helpful if it's available in the program. With this, I'd recommend writing feedback to our product engineers. Sending feature suggestions enables our creators to develop a solution to enhance your overall QuickBooks experience. 

Proceed as follows: 

1. Sign in to your account in the browser, then go to the Invoice page. This way, we can see the feedback option. 
2. Open any transaction and click the Feedback tab on the upper right side. 
3. Enter your suggestion in the box and submit it.

Many of the program's current features are available because of user feedback. Also, QuickBooks has a website where you can vote and provide comments on any future suggestions. To access the page, visit this link: Customer Feedback for QuickBooks.

To know more about estimated quarterly taxes in QuickBooks Self-Employed, you can read through this write-up: Do you need to pay quarterly taxes? What do you need to know. This will provide you with details on how to pay your taxes before the due dates and create an estimated taxes account.

Should you have further suggestions or feedback on the product, be sure to let me know in the comments section below. I'm ready to listen and help you make this all happen on QuickBooks. Stay protected.