How do I categorize reimbursed business expenses in QBSE? How do I categorize partial reimbursements?

I just tried this for a reimbursement.  But my question is what is the "transfer account"?  I was accidentally charged sales tax by a vendor (I'm exempt) and then the refunded the amount.  The amount came and went from my checking/ savings account but apparently I can't choose this account for the "transfer account" since that is the account I'm reconciling.

Help please!

Thanks for joining us today, @sundmanb.

I have some information about how to record your refund. As mentioned by my colleague, since this amount isn't an income or expense to your business you'll want to consider tagging it as Personal. However, it's still best to consult your accountant to properly handle this.

Here's how to record it:

1. Go to the Transactions tab.
2. Click Add transaction.
3. Enter the transaction in the box and the amount.
4. In the Select a category link, choose Personal.
5. Hit Save.

In case you need help with other QBSE tasks, browse this link and choose which topics suit your needs.

I'm always here if you have still have questions or concerns about the program. Don't hesitate to reach out. Take care and happy holidays.

Greetings, I have a similar question. 

Our non-profit splits the lawncare expense with an adjacent agency.  We often pay the full cost to the landscaping company and receive a payment from the partner agency for their share.  What would be the best way to record this transaction? 

Thank you

Hi there, @RainbowCenter.

I'm here to help record your lawncare expense with an adjacent agency in QuickBooks Self-Employed (QBSE).

If the lawncare expense is part of your business transactions, you can record it to your QBSE account and enter the amount only for the expense paid for your business. Here's how:

1. Click Transactions from the left menu, then select Add transactions.
2. Enter the transaction in the box and the amount.
3. In the Select a category link, choose Business and the category.
4. Click Save.

If you're not sure what category to select, I suggest seeking help from your accountant for more guidance. If you don't have an accountant, you can find one using this link: Find an Accountant.

Just in case you want to learn more about categorizing transactions in QBSE, you can check out this article for more information: Categorize transactions in QuickBooks Self-Employed.

Don't hesitate to come back to this post if you have other concerns or follow-up questions about this. I'll be around to provide further assistance.

Hi, can you help me . My girlfriends been paying me back on half of our rent each month, i have been putting it in under reimbursed expenses . my account could not comprehend this last year and she cost me $4,000 in extra taxes as she could not understand what i was talking about as quickbooks adds this as income and all she had to do is remove the reimbursed expenses off my 1040 and i would not have paid more in taxes last year over this. but where do i put the payments she pays me so its not taxes? in my quickbooks reports/   

Thank you Greg 

I appreciate you for joining this thread, @ghc1.

Let me share insights about the income and expense category in QuickBooks Self-Employed (QBSE) and route you to the best help to place the payment you received to the exact account.

Most of the time, rent expenses are placed in the Rent and lease account. However, it was a payment from your girlfriend, you can refer to this article that will guide you to where you can put the transaction and avoid paying more taxes: Schedule C and expense categories in QuickBooks Self-Employed.

On top of that, I recommend reaching out to an accountant for additional guidance.

Whenever you're ready to file taxes with (QBSE), you can read this article: QuickBooks Self-Employed Annual Tax Guide.

If you have additional questions about categorizing your transactions in QBSE, click the reply button below. I'll reply as soon as possible. Have a one.