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Level 1

How do you add your own categories?

1 Comment 1

How do you add your own categories?

Hi there and thank you for contacting us about adding your own categories, cookelow1,


You're unable to create custom categories in QuickBooks Self-Employed (QBSE). We're researching how we could approach dynamic categories while maintaining their main use as tax categories for tax forms.


We need to do both to ensure your estimated taxes are accurate. We'll let you know if and when these are available.


For now, you can use current categories available in QBSE. Check out this page to help manage your entries: Categorize transactions.


As the year-end is coming, I've added this handy article for you: QuickBooks Self-Employed annual tax guide.


Feel free to post again if you need categorizing your transactions. I'm always right here to help you.

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