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October 10, 2021
Question

Receipts & catergory

  • October 10, 2021
  • 1 reply
  • 0 views

Recently purchased cleaning supplies and uploaded receipt, however none of the catergories match for what I want to put them under. How do I create a new title? All is wish to do is put them in a catergory called "Cleaning supplies" 

1 reply

MichelleBh
October 10, 2021

I appreciate you for uploading the receipts to your account on your own, @Elsie555.

 

I'll walk you through how to put your uploaded receipts to the cleaning supplies category in QuickBooks Self-Employed (QBSE). 

 

In QBSE, categories line up with Schedule C. With this, I recommend that you use the category listed in Schedule C to ensure your books are accurate at the end of the month or year. For more details, see this link: Schedule C and expense categories in QuickBooks Self-Employed. This item is labeled in the United States, but they are the same as the process and information in the United Kingdom.

 

Then to identify that these receipts belong to cleaning supplies, you can add Notes or Descriptions of these. Let me show you how: 

 

  1. Go to the Transactions tab on the left side. 
  2. Click the Add transaction button. 
  3. Enter a description and Amount in the field. 
  4. Select the appropriate category. 
  5. Re-upload the receipts by clicking the browse hyperlink. 
  6. Tap Save

 

Additionally, you can also email images of your receipts to QuickBooks. This is a great way to enter multiple transactions all at once.

 

Furthermore, check out these articles below on how to create banking rules to categorize transactions quickly and other related topics:

 

 

The Community will always have your back if you need further help with your receipts or any QBSE related questions. Assistance is just one post away. Keep safe, Elsie555.