QuickBooks Team

Transactions

Hi Peter, 

 

Welcome to the community! With the self-employed product, there is no way to assign a category on the invoice as this a non-posting transaction. You can add a new line to the invoice by clicking 'add work' and enter details of the materials in the description. When the payment comes into the bank this is when you can assign a category. You can see more about the categories QBSE uses on the link below:

 

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