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userrussell
Level 1

Can I total individual categories in QB Self-Employed?

Can I separate Restaurants and Groceries in QB Self- Employed?
3 Comments 3
ShiellaGraceA
QuickBooks Team

Can I total individual categories in QB Self-Employed?

Thanks for reaching out to us here today, @userrussell.

 

I'll share some information about categorizing expenses in QuickBooks Self-Employed. If these expenses are from the bank, you can split them and add them manually so you can categorize them individually.

 

If not, you have to record each expense and categorize one-by-one. You can refer to this article for the step-by-step instruction: Split transactions in QuickBooks Self-Employed.

 

I've also added this link here to help you manage your taxes: QuickBooks Self-Employed annual tax guide.

 

Please don't hesitate to reply if you still have questions or concerns with categorizing expenses. I'm more than willing to assist you. Take care and have a great day ahead.

 

 

 

 

userrussell
Level 1

Can I total individual categories in QB Self-Employed?

Thank you ShiellaGrace,

 

Final question - can I print out a category in QB Self- Employed?

Example: Business income or Utilities???

Thanks........Russell

 

SashaMC
Moderator

Can I total individual categories in QB Self-Employed?

Hey userrussell,

 

Thank you for reaching back out to the QuickBooks Community! In QuickBooks Self-Employed, they break down all your expenses by category. There isn't an option as yet to print out one category at a time but I do see how this can be helpful. I'm going to take note of this and send feedback to our Product Developers about having this as an option moving forward. However, in the event you may want to print the full report, here's how:

 

  1. Go to Reports and locate Business and Personal Expenses.
  2. Choose the date range.
  3. Use the drop-down option as seen in the screenshot below and select Print.

 

 

That should do it! Please let me know if you have any more questions about QuickBooks Self-Employed. I will be more than happy to assist. Take care for now. 

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