cancel
Showing results for 
Search instead for 
Did you mean: 
alyssa8v-gmail-c
Level 1

Can you sort my transactions

 
1 Comment 1
MJoy_D
Moderator

Can you sort my transactions

I can help you in sorting out your transactions, @alyssa8v-gmail-c.

 

After connecting your bank account or adding your transactions manually, you can categorize them using our schedule C categories. 

 

These categories are used to calculate your federal estimated quarterly tax payments. I suggest consulting an accountant for guidance on the best category to use.

 

To know more about these categories, check out this article: Schedule C and expense categories in QuickBooks Self-Employed.

 

Here's how to categorize or sort your transactions:

 

  1. Go to the Transactions menu and look for the transaction on the list.
  2. Select Business if the transaction was for business, or select Personal for personal. If the transaction was both, select Split.
  3. Review the category in the Category column.
  4. If you need to change the category, select the category link. Select a general type, and choose a more detailed category.
  5. Click on Save once you're done.

 

Here's more information on how to manually add transactions in QuickBooks Self-Employed. Also, the following article will guide you on how to categorize transactions in QuickBooks Self-Employed.

 

Please let me know if you have any questions about your transactions in the Reply section below. Keep safe and enjoy the rest of the day!

Need to get in touch?

Contact us