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April 8, 2023
Question

In Quickbooks SE it gave categories for expensives for schedule CIn Quickbooks online I cannot find anything similar, it seems to make me enter each. Correct?

  • April 8, 2023
  • 1 reply
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Is there a way to have listed suggested categories?

1 reply

April 8, 2023

Hello there, @spunky1000.

 

Yes, you're right. QuickBooks Self-Employed (QBSE) automatically generates categories for Schedule C.

 

QuickBooks Online listed accounts that you can use to categorize your transactions or items. To review the available accounts or categories, you can follow these steps.

 

  1. Go to the Accounting menu.
  2. Within the Chart of Accounts tab, review the listed accounts.

 

And, yes, you can manually enter some categories in the system. Click the New button and enter the new account details. Hit Save to record it.

 

Once done, use it when you create items/transactions and categorizing transactions from the bank feed. 

 

Here are some articles that provide additional tips about handling transactions in the online product:

 

 

Please let me know if you have more concerns about categories or anything related to QuickBooks Online. Take care and bye for now.