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avlhomeandpet
Level 1

Is there a way to set up automatic categorizing in mileage? Like, all my trips to the gym are personal, not business. Can't I just set that up somewhere so I don't have to individually label each trip to the gym?

 
1 Comment 1
MichelleBh
Moderator

Is there a way to set up automatic categorizing in mileage? Like, all my trips to the gym are personal, not business. Can't I just set that up somewhere so I don't have to individually label each trip to the gym?

Hello, @avlhomeandpet.

 

I want to make sure you're able to categorize the trip in your QuickBooks Self-Employed. 
 

Yes, there's a way to set up automatic categorizing in mileage in your account. To accomplish this, lets' create a rule. 

 

Here's how: 

 

  1. Go to the Gear icon, then choose Create Rule
  2. Type a Description in the field like personal mileage. 
  3. Check the Match exactly box. 
  4. Pick an appropriate account in the drop-down. 
  5. From the Type box, choose Personal
  6. You can also put a checkmark in the Also apply to past transactions
  7. Tap Save

 

After that, the mileage will categorize automatically. All you need to do is to review the work. For more details, check out this article: Create rules to speed up reviews in QuickBooks Self-Employed.

 

I've also added articles about handling different problems in mileage. 

 

 

Let me know in the comment below if you have other questions. I'm here for you, ready to provide answers. Keep safe!

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