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March 27, 2021
Question

How can I create a new category for transactions?

  • March 27, 2021
  • 2 replies
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Original commenter did not share additional details

2 replies

MJoy_D
March 28, 2021

I can provide some information about adding new categories in QuickBooks Self-Employed (QBSE), @moh-gaafar88.

 

The categories we have in QuickBooks Self-Employed are in line with the Schedule C categories the IRS has for self-employed individuals. The feature to create a new category isn't available yet.

 

However, our Product Development team is now working on how to approach dynamic categories while maintaining their main use as tax categories for self-employed individuals.

 

For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

 

See this article for more information about schedule C and expense categories in QuickBooks Self-Employed

 

Here's a detailed guidance on how to manually add transactions in QuickBooks Self-Employed and on how to categorize transactions in QuickBooks Self-Employed.

 

Let me know if you still have questions about the categories that we have in QBSE and or anything else by leaving a reply below. Take care and have a wonderful day!

March 28, 2021

How about personal transactions? 

March 29, 2023

You can create a new category by creating a new transaction, then in category dropdown , click on Add category , then a category will be added in your quickbooks.

 

December 21, 2023

This is currently not possible with QB Self Employed. People have been requesting this for several years, but it has still not been added. 

It seems obvious that self employed businesses will need custom categories for their business accounts.

 

If anyone using QBSE would like this to be added please add your vote here: https://quickbooks.intuit.com/learn-support/quickbooks-idea-exchange/allow-users-of-qb-self-employed-to-create-custom-categories/idc-p/1356911#M81

If the post gets 50 votes, apparently Quick books will 'consider' it. Please add your vote & hopefully something will be done to resolve this.