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sales97
Level 1

I want to change a business expense to personal expense

I accidentally categorized a personal expense as a business expense.  How do I change it back?
1 Comment 1
MirriamM
Moderator

I want to change a business expense to personal expense

Welcome to the Community forum, sales97.

 

I'll be happy to show you on how to change the type from Business to Personal Expense. Here's what you'll need to do:

 

  1. In the left menu bar, click Transactions
  2. Locate the transaction you'd want to change the type. 
  3. From the ACTION column, hit the drop-down arrow to expand transaction line. 
  4. Pick the Business link, then choose Personal.
  5. Once done, select Save

For your visual guidance, check out below articles:

change category in qbse 1.jpgchange category in qbse 2.jpg

 

To learn more about editing transactions in QuickBooks Self-Employed (QBSE), here's a great resource that you can check: Categorize and edit transactions in QuickBooks Self-Employed. Additionally, for guidance in categorizing your transactions, visit this article: Categories in QuickBooks Self-Employed.

 

If you need tips in the future, visit our QuickBooks Help Articles site. 

 

You can always get back to me if you need anything else concerning your QuickBooks account. I'd be around to assist. Have a great day. 

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