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Max79
February 11, 2022
Solved

QB Self Employed - Personal Categories/Accountant View

  • February 11, 2022
  • 2 replies
  • 0 views

Hi

I'm just setting up QB Self Employed for the first time and am having difficulty with a few things...

 

1. I would like to breakdown (and view) my 'personal transactions' into further sub-categories (rather than just one 'personal')... how can I do this?
2.How do I change my settings to 'Accountant View'? The QB Self Employed 'Business View' is over simplified, and I understand that you can set up new/additional categories when working in Accountant View?
 
Many thanks
Max
    Best answer by GeorgiaC

    Hi Max79, you would require QuickBooks Online (Simple Start, Essentials, or Plus) for the ability to create custom accounts and sub-accounts. 🙂

    2 replies

    A
    Ashleigh1
    February 11, 2022

    Hello Max79, 

     

     

    Welcome to the Community page,

     

     

    So the answer both your Questions 1 and 2 is no it is not possible to do either in Quickbooks self employed. You can only have accountant view is if you are an accountant. 

     

      M
      Max79Author
      February 11, 2022

      Thanks for the reply.

       

      Do you know what QB version I would need to also be able to sub-categorise Personal transactions?

       

      Max

       

      G
      GeorgiaCAnswer
      February 11, 2022

      Hi Max79, you would require QuickBooks Online (Simple Start, Essentials, or Plus) for the ability to create custom accounts and sub-accounts. 🙂

        P
        Penny45
        April 5, 2022

        I have this problem too. I want to separate types of income instead of everything just being Income. QBSE really needs a couple more options.

        E
        Ethel_A12
        April 6, 2022

         

         Welcome to the Community, @Penny45. I'll share some insights about QuickBooks Self-employed and QuickBooks Online.

         

        The main distinction between the two products is that QuickBooks Self-Employed is for independent contractors, while QuickBooks Online is for small businesses.

         

        You can learn more about the differences between the two QuickBooks platforms and their functionality by reading the following articles: 

         

        QuickBooks Comparison Chart. 

        Switch from QuickBooks Self-Employed to QuickBooks Online.

         

        Let me know if you have additional questions about QuickBooks Self-employed. I'm always around to help.

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