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Level 1

How to categorize a refund for office supplies

On Quickbooks Self-Employed
1 Comment 1
QuickBooks Team

How to categorize a refund for office supplies

Hello there, @jason-john777.


I'll walk you through categorizing your refunds in Quickbooks Self-Employed. I also recommend contacting your accountant to seek assistance in categorizing the transactions.


Here are the steps:


  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a brief description.
  3. Browse the Select a category menu and choose the best option to organize your transaction. 
  4. Select Save.


For more information on how to add transactions in QBSE, please refer to this article: Manually add transactions in QuickBooks Self-Employed.


I've also added an article to help you custom your categories in QuickBooks Self-Employed.


If you have follow-up questions, please don't hesitate to leave a message in the comment section. Keep safe, and have a good day.

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