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service-bluehenc
Level 1

How do i change my transactions to be categorized manually?

they are now automatic
1 Comment 1
Angelyn_T
Moderator

How do i change my transactions to be categorized manually?

Thank you for adding your first post, @service-bluehenc. Let me guide you on how to change the way your transactions are categorized in QuickBooks Self-Employed (QBSE).

 

Once banking rules are enabled, your banking entries will be categorized automatically. You have to delete it if you want to review your transactions manually.

 

  1. Sign in to your QBSE account.
  2. Go to the Gear icon, then click on Rules or Create Rules.
  3. See the rule from the Transaction rules window.
  4. Click on Delete under Action.
  5. Hit Yes to confirm.

 

You can learn more about managing bank rules from this link: Create rules to speed up reviews in QuickBooks Self-Employed.

 

After that, you're now ready to categorize your incoming transactions manually. Once done, QuickBooks puts them on the correct line of your Schedule C to organize your income and expenses accordingly.  

 

Let me know if you have other questions while working on your transactions. I'm always here to help. Keep safe!

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