@geriko, thank you for your response to this Community discussion. I appreciate your update on setting up the Personal categories feature.
You can switch the type from Business to Personal if it was imported from your bank, but you're unable to change it if you added it manually in QuickBooks Self-Employed.
Please know that Bryan already updated the previous answer above.
Check out this article to learn how to generate a new transaction from a receipt image: Record or attach expense receipts in QuickBooks Self-Employed. QuickBooks can create recent transactions by scanning actual receipts.
Feel free to click the Reply button again if you have further concerns about the categories option in QuickBooks Self-Employed. We're always willing to help you. Have a prosperous year with QuickBooks!
