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jasminepalou-gma
Level 1

I want to put expenses that I used for my small business but there are transactions On the receipts for items that don’t have to do with my business. can I still add those receive

 
1 Comment 1
ChristieAnn
QuickBooks Team

I want to put expenses that I used for my small business but there are transactions On the receipts for items that don’t have to do with my business. can I still add those receive

Hi there, jasminepalou-gma.

 

Yes, you can add those receipts for items that don’t have to do with your business. With this, after you connect your bank and credit card accounts in QuickBooks Self Employed, you'll have to categorize some of your expenses as business and receipts as personal. 

 

Here's how:

 

  1. Go to the Transactions menu.
  2. Find a transaction on the list.
  3. Locate the entry. Then, select Business if the transaction was for business, or choose Personal for personal. If the transaction was both, click Split.
  4. Review the category in the Category column. QuickBooks tries to categorize transactions for you.
  5. If you need to change the category, select the category link. Choose a general type and select a more detailed category.
  6. Hit Save.

 

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For additional information, you can click this article: Categorize transactions in QuickBooks Self-Employed.

 

Then, if you want to put your entries manually in QBSE, you can check this article to see the steps: Manually add transactions in QuickBooks Self-Employed. And, categorize them to business or personal.

 

Please refer to this article to view details on how to exclude entries that you see as duplicate transactions from your connected bank and credit card accounts: Handle duplicate transactions in QuickBooks Self-Employed.

 

Keep me posted if you have additional questions. I'm still here to help you further. Just add a comment below or mention my name. Wishing you and your business continued success!

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