Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer 3 weeks ago
Solved
Best Answers
Hey there, Marina. You can locate the Created rules in the Tools column from the Gear icon indicating your first name.
However, you'll need to manually Split and review the categorization of these transactions since applying the existing rule to a manually uploaded bank transaction in QuickBooks Self-Employed (QBSE) isn't possible. Here's how:
- From the Transactions menu, find the manually imported transaction on the list.
- Choose where that transaction falls if it's for Business or Personal. You can select Split if both.
- QuickBooks will categorize this transaction for you. You can review it in the Category column to ensure its accuracy.
- To change the category, pick the Category link. Select a more detailed one. You can check this article for this: Categories in QuickBooks Self-Employed.
- Once done, click on Save.
Check out this article for more information: Categorize transactions in QuickBooks Self-Employed.
I'll also add this article to learn what federal self-employment taxes are and how they relate to your tax payments: Automatically estimate your income tax in QuickBooks Self-Employed.
Drop a comment below for additional questions about categorizing the manually imported transactions.
Hey there, Marina. You can locate the Created rules in the Tools column from the Gear icon indicating your first name.
However, you'll need to manually Split and review the categorization of these transactions since applying the existing rule to a manually uploaded bank transaction in QuickBooks Self-Employed (QBSE) isn't possible. Here's how:
- From the Transactions menu, find the manually imported transaction on the list.
- Choose where that transaction falls if it's for Business or Personal. You can select Split if both.
- QuickBooks will categorize this transaction for you. You can review it in the Category column to ensure its accuracy.
- To change the category, pick the Category link. Select a more detailed one. You can check this article for this: Categories in QuickBooks Self-Employed.
- Once done, click on Save.
Check out this article for more information: Categorize transactions in QuickBooks Self-Employed.
I'll also add this article to learn what federal self-employment taxes are and how they relate to your tax payments: Automatically estimate your income tax in QuickBooks Self-Employed.
Drop a comment below for additional questions about categorizing the manually imported transactions.
