How to collate donations from Notes

alabastergmp · ‎April 24, 2021

BettyJaneB · ‎April 24, 2021

I'd like to provide some clarifications regarding how mobile apps for QuickBooks work.

I can see the importance of being able to manage all your business entries from the app. However, QuickBooks Self-Employed mobile app is a simplified version of the program. Thus, some features are not available on the said platform.

To add tags or categorize your transaction as Charity, I'd suggest accessing your account from the browser. Just sign in through this site QuickBooks Self-Employed and categorize the entries from there.

Know that any information made on the browser will sync automatically on the app and vice versa.

To give you more insights about the categories that you can choose in QBSE, please refer to the links shared by my peer above.

Let me know if you need further help with QBSE. I'll be right here to assist you. Keep safe!

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RCV · ‎April 24, 2021

Thanks for checking in with us, alabastergmp.

The option to collate donations from Notes is unavailable in QuickBooks Self-Employed (QBSE). What we can do is manually add transactions in QBSE. Then, categorize the transaction into charitable donation or charity. Let's go to the Transactions page, then locate the data that you want to categorize. Then under Category and Tags, choose Charity.

You can also access the Business and personal expenses report by going to the Report tab. This way, you can review the data you've entered into your account. I've got articles here about categorizing your transactions:

Keep me in the loop if you need a hand with importing data or any QBSE related. I'm always here to help. Have a great weekend.

alabastergmp · ‎April 24, 2021

Option to characterize as Charity is not available on the mobile app. Defeats the purpose of being quick access & quick categorization

BettyJaneB · ‎April 24, 2021

Hello, @alabastergmp.

I'd like to provide some clarifications regarding how mobile apps for QuickBooks work.

I can see the importance of being able to manage all your business entries from the app. However, QuickBooks Self-Employed mobile app is a simplified version of the program. Thus, some features are not available on the said platform.

To add tags or categorize your transaction as Charity, I'd suggest accessing your account from the browser. Just sign in through this site QuickBooks Self-Employed and categorize the entries from there.

Know that any information made on the browser will sync automatically on the app and vice versa.

To give you more insights about the categories that you can choose in QBSE, please refer to the links shared by my peer above.

Let me know if you need further help with QBSE. I'll be right here to assist you. Keep safe!

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How to collate donations from Notes