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paulohsmlima
Level 2

Hello All! Please, how to classify a overdraft bank fee on my business account? TY!

 
Solved
Best answer March 14, 2020

Best Answers
Joesem M
QuickBooks Team

Hello All! Please, how to classify a overdraft bank fee on my business account? TY!

Hi there, @paulohsmlima.

 

It's my pleasure to walk you through the process on how to enter transactions in QuickBooks Self-Employed.

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a brief description.
  3. Select Transaction/processing fees to record the overdraft bank fee.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. Hit Save.

Also, I recommend consulting an accountant to guide you with selecting categories to ensure the accuracy of your books.

 

To help you organize your expenses, you can read out this article: Categories in QuickBooks Self-Employed.

 

You can check out this article to know how QuickBooks Self-Employed tracks your business: QuickBooks Self-Employed Overview.

 

Please let me know if you need any other help. I'll be right here to assist. Have a nice day ahead.

View solution in original post

2 Comments 2
Joesem M
QuickBooks Team

Hello All! Please, how to classify a overdraft bank fee on my business account? TY!

Hi there, @paulohsmlima.

 

It's my pleasure to walk you through the process on how to enter transactions in QuickBooks Self-Employed.

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a brief description.
  3. Select Transaction/processing fees to record the overdraft bank fee.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. Hit Save.

Also, I recommend consulting an accountant to guide you with selecting categories to ensure the accuracy of your books.

 

To help you organize your expenses, you can read out this article: Categories in QuickBooks Self-Employed.

 

You can check out this article to know how QuickBooks Self-Employed tracks your business: QuickBooks Self-Employed Overview.

 

Please let me know if you need any other help. I'll be right here to assist. Have a nice day ahead.

View solution in original post

paulohsmlima
Level 2

Hello All! Please, how to classify a overdraft bank fee on my business account? TY!

Thank you very much!!

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