To categorize the payment, you can follow these steps:
I've got a sample screenshot below for reference:
I'm also adding this article for more information: Categories in QuickBooks Self-Employed.
I'll be around if you have any additional questions or other concerns. Take care and stay safe.
Let's refresh your QuickBooks Self-Employed page, xdfv54er.
You can do that by pressing the F5 (Refresh) button on your keyboard. If the same thing happens, let's run some troubleshooting steps to isolate the issue.
Let's start with an incognito window. This is the best place to identify any browser-related issues. You can use these keyboard shortcuts to open one:
If it works, you can go back to a regular browser and clear its cache. Once a cache is piled up, it can cause any unexpected page behavior.
You can also switch to a different browser like Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.
Afterward, let's try categorizing the transactions again. You can also create a rule to make the categorization faster.
As always, you can get back to me if you need help. Have a good day!
Well, I tried that on two separate computers, and after many hours of tinkering with different browsers on different OSes and clearing cookies and using private mode, It always appears the same. For most of my transactions, the category is black, and not clickable. (It's not a link)
It's clearly now, not a brower issue. What next?
The option to select any category for your bank transactions depends on what you've chosen under the TYPE column.
But if you've selected Business and no to categorize show up, I'd recommend contacting our Customer Care Support via the Assistant menu. From there, someone can create a case ID to be submitted to our engineers for further investigation about this unexpected behavior.
In addition, here's an article you can read to learn more about our dedicated support: Support Hours and Types.
Lastly, I've got you these helpful articles to help manage your account and transactions: Help Article for QuickBooks Self-Employed.
If there's anything else that I can help you with, let me know in the comments down below. I'll be here to lend a hand.
I'm a new user to the system. It wasn't obvious that categories weren't intended to be usable with 'personal' transactions.
That's the answer I needed. I'm still a little confused 'why not?' though I guess.
Welcome to the Community and thank you for keeping in touch with us, xdfv54er.
QuickBooks Self-Employed doesn't categorize your personal transactions to specific accounts (income, expense, liability, etc.) because they are not included when filing your tax forms. Hence, its default categories are Personal income and Personal spending. You can use this for reference: QuickBooks Self-Employed Overview.
As alternative, you can use the Tagging feature to keep track of your personal transactions. Though, you can also use it for business ones. Here's how to turn on the Tagging feature:
Turning on this feature will add the Tag Totals in the Reports page.
Here's how you can add the tags on your personal transactions:
We'll be right here if you have additional queries about the program.