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May 19, 2020
Question

I am paying myself and my business partner through Venmo-I categorized it as "transfer" in QB. How do I get a report with totals of all my transfers?

  • May 19, 2020
  • 1 reply
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1 reply

JoesemM
May 19, 2020

Thanks for posting in the Community, @ashleymontoya-re.

 

You can go to the Business and personal expenses tab to get the total transfers in QuickBooks Self-Employed. I'll  guide you how:

 

  1. Go to the Reports menu.
  2. Click Business and personal expenses.
  3. Click the View button.
  4. Scroll down to the Personal expenses column.

 

You can also Download, Print, or Email the report. 

 

You can always visit this website: Manage Taxes and Forms in QBSE. It contains more details about using your QBSE data for tax time, filing your forms, running year-end reports.

 

Please reach out to me if there’s anything else you need. I’m more than happy to help. Take good care.