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Jun 25, 2021 12:50 PM UTC
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Does anyone know what to do with a pension payment when it shows on your statement...does it go into a category when you review it? I can't work out which

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Angelyn_T
Angelyn_TAnswer
Jun 25, 2021 7:12 PM UTC

I'll help you with classifying pension payments in QuickBooks Self-Employed (QBSE), Briony.

 

In QBSE, you can categorise pension payments as Business Insurance. However, I recommend consulting your accountant for the best category that fits your account or record. He or she can provide you with specific details and analyse your financial information.

 

To learn more about the different categories you can use for your transaction, you can check out this article: About SA103F Categories.

 

Aside from pension payments, you can also get more topics and references about managing your other transactions through this link: Help articles, video tutorials, and more.

 

If you have any other follow-up questions about categorising pension payments in QBSE, let me know by adding a comment below. I'm always here to help. Keep safe always!

1 reply

Angelyn_T
Angelyn_TAnswer
Jun 25, 2021 7:12 PM UTC

I'll help you with classifying pension payments in QuickBooks Self-Employed (QBSE), Briony.

 

In QBSE, you can categorise pension payments as Business Insurance. However, I recommend consulting your accountant for the best category that fits your account or record. He or she can provide you with specific details and analyse your financial information.

 

To learn more about the different categories you can use for your transaction, you can check out this article: About SA103F Categories.

 

Aside from pension payments, you can also get more topics and references about managing your other transactions through this link: Help articles, video tutorials, and more.

 

If you have any other follow-up questions about categorising pension payments in QBSE, let me know by adding a comment below. I'm always here to help. Keep safe always!