It’s great to see you in the Community today, dfeb429059.
I’m here to help make sure you can start fresh with your banking records. We’ll have to manually uncategorized all reviewed data on the Transactions page. The process is a breeze, and I’m here to show you how.
- Open QuickBooks Self-Employed and go to the Transactions menu on the left panel.
- This action will take you to a page that lists all entries recorded in the program.
- From there, set the correct Type, Account, and Date to easily view all the entries you’re working on.
- Tick the boxes for the transactions you wish to change the category.
- Press the Edit category drop-down and choose the right category type.
- Tap the Apply button to reflect the changes.
This reference provides information on how to classify transactions in QuickBooks Self-Employed. From there, you’ll learn about the income and expense categories as well as edit one.
Additionally, the following link contains resources that guide you on how to efficiently manage your banking data, reports, taxes, mileage, and account information: QuickBooks Self-Employed.
Keep me posted if you still need assistance categorizing transactions. I’ll get back to help and make sure this is taken care of for you. Have a great rest of the day.