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March 14, 2021
Question

How do I mark imported transactions as personal versus business? I only have a business option.

  • March 14, 2021
  • 1 reply
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1 reply

Kristine Mae
March 15, 2021

I've checked our records and haven't seen any cases similar to yours, ldaraworks. You can mark the transaction as personal or business. Let me help you resolve this.

 

 

You may be experiencing some browser hiccups since you can only tag them as a business. We'll have to perform some basic troubleshooting. Let's start with logging into your account through a private browser. It's the best place to identify web issues. These are the shortcut keys:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If you're able to tag them as personal using the private browsing session, go back to your regular browser and clear its cache to refresh the program. It's advisable to delete them periodically to avoid and resolve issues like this.

 

Also, you can use a different browser to narrow down the issue.

 

I'll include this article to help you with reviewing and categorizing your transactions: Categorize transactions in QuickBooks Self-Employed.

 

If there's anything else that you need, don't hesitate to reach out to us again. We're available 24/7 to help you. Take care!