Hello there, @Padluck. I've got a way to help you change the transactions from the unreviewed in QuickBooks Self-Employed (QBSE).
First, if you wish to edit a transaction to change its name, type, category, or notes, you can follow these steps:
- Log in to your QuickBooks Self-Employed account.
- Go to the Transactions tab on the left sidebar.
- You will see a list of your transactions categorized as Unreviewed.
- To review and categorize a transaction, click on the transaction.
- You will see options to change the transaction category. Select the appropriate category from the drop-down menu.
- You can split the transaction or add a note in the provided fields.
- Once you have made the changes, you can click the Save button.
- Repeat the process for each unreviewed transaction.
On the other hand, if you want to edit the date and amount, please know that it can't be edited or make some changes. However, you can exclude the transactions and manually upload them.
Additionally, here's a resource you can browse to see different information on how QBSE tracks your business income and taxes: Overview of QuickBooks Self-Employed.
I'll always be here if you need any more assistance managing your transactions using your QBSE account, @Padluck.