I'm here to help correct the category of your bank transactions, vcoakley07-gmail.
Starting over in QuickBooks Self-Employed (QBSE) may not be an easy process for you. This is because you have to cancel the current subscription and sign up for a new one.
After setting up the new account, you need to connect again your bank account and categorize transactions.
If you want a different method, you can stay on the current subscription and have to go through each transaction. Then, manually change the category.
Let me provide the steps for you.
- Go to the Transactions menu.
- Find the transaction you want to edit.
- Select the ▼ icon to expand the transaction.
- Edit the transaction name, add notes, or attach a receipt when needed.
- To change the category, select the link in the Type or Category column, then choose the correct category.
- When you're done, select Save.
When you categorize, QuickBooks puts your transactions on the correct line of your Schedule C. This also organizes your income and expenses so you know what areas of your business have the biggest impact.
I'm adding this link to learn how to categorize bank transactions: Schedule C and expense categories in QuickBooks Self-Employed. It describes each category so you know which one you'll select.
Get back to me by commenting below if you need anything else about correcting categories. I'm always around here in the Community Forum to help you.
