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Level 1

I accidentally put some transactions into personal rather than business expenses, I can seem to figure out how to switch it

 
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I accidentally put some transactions into personal rather than business expenses, I can seem to figure out how to switch it

Welcome to the Community, jbenninghove0716.

 

You can change the category of the transactions from personal to business expenses manually or add.

 

To do that:

  1. Go to Transactions.
  2. Locate the specific transaction from the list.
  3. Under the Type column,  choose the correct category or you can also Add rule.

Additional information can be found in this article about transferring accounts in QBSE: Transfers between accounts in QuickBooks Self-Employed.

 

You can refer to this article about Schedule C and expense categories in QBSE for the list of categories that best fits to third party settlement.

 

If you need other references for future use, you can check out these helpful links: 

 

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

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