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CHCC2003
Level 1

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

 
11 Comments
MichelleBh
QuickBooks Team

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

Hello, @CHCC2003.

 

QuickBooks Self-Employed has an option to categorize the transaction into charitable donation or charity. 

 

Let's go to the Transactions page, then locate the data that you want to categorize. Then under Category and Tags, choose Charity. See the sample screenshots below for your reference: 

 

 

You can always access the Business and personal expenses report by going to the Report tab. This way, you can review the data you've entered into your account. 

 

 

Please browse through these articles about the new name of categories and how to manage your business. 

 

 

Let me know if you have other concerns by clicking the Reply button below. I'm always here to help. Have a nice day!

CHCC2003
Level 1

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

Thank you for your response, MichelleBh.

I do not have those options when I search. 

CHCC2003
Level 1

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

 
CHCC2003
Level 1

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

 
CHCC2003
Level 1

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

 
SolarRed
Level 3

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

Try signing in to QuickBooks Self-Employed via browser - https://selfemployed.intuit.com/login

Then follow those steps above. Some of the features are just not available in the app. 

CHCC2003
Level 1

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

Thanks for your reply in helping me. I did go to the web browser, and still no option. My last screenshot is from the web browser. 


 

MaryLurleenM
Moderator

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

Thank you for the clarification, CHCC2003,

 

Since you're unable to see this category on both the mobile app and web, I recommend reaching out to our QuickBooks Self-Employed support. They have the ability to check your account and verify why you're unable to see this category.

 

Here's how:

  1. Select Assistant from the top bar.
  2. Enter talk to a human in the search field.
  3. Once an AI replies to you, enter once again talk to a human.
  4. After it replies, click the I still need a human.
  5. Choose either Message an agent or Get a callback.

For additional information, you can click this article: Contact QuickBooks Self-Employed Support. This provides details on how you can contact QBSE support using the app.

 

If you have other concerns, don't hesitate to leave a reply.

CHCC2003
Level 1

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

Thank you for your response, Mary. That was my first try. The woman I talked to sent me a link saying that I need to create an invoice and an account for charitable donations. She was not all that helpful. Going to the community chat board was my second option. Maybe I will try again though... Thank you, and happy holidays :) 

CHCC2003
Level 1

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

So I just did some playing around. I can choose gift and gift & donations if it is categorized as personal, but not business. 

ZackE
QuickBooks Team

Can a option for a transaction in Quickbooks Self Employed be Charitable Donation?

Thanks for following up with the Community, CHCC2003.
 

I'm happy to hear my colleague was able to help. Once you follow MaryLurleenM's steps to get in touch with our Customer Care Team, they'll be able to pull your account up in a secure environment, conduct further research, and create an investigation ticket if necessary.
 

The Community's also here to support you if there's any additional questions. Please feel more than welcome in making a post anytime. Enjoy the rest of your day!

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