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Jan 10, 2021 8:47 PM UTC
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Hi, can you tell me how i run a report of owner withdrawals. Also is this the correct way to show what i am paying myself in QB self employed ?many thanks

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MJoy_D
MJoy_DAnswer
Jan 11, 2021 12:04 AM UTC

I can show you how to view all your Owner's withdrawal transactions, @Sean33.

 

Yes, you can categorize the amount that you withdraw to pay to yourself as Owner's Withdrawal. You can run Mileage log, Profit and loss, Receipts, Tax summary, and Tax details report in QuickBooks Self-Employed (QBSE). A report showing Owner's Withdrawal is currently unavailable. 

 

However, you can go to the Transactions tab, filter it to show Owner's withdrawal transactions. Here's how:

  1. Go to the Transactions tab.
  2. Set the Account and Tax year and type Owner withdrawal from the Search transactions box. 
  3. You can now see all the transactions you've marked as Owner withdrawal under the specific account and tax year you set. 
  4. There's an option for you to get a copy of it by clicking the Download icon. 

Check this article for more information: Export transactions and get reports in QuickBooks Self-Employed.

 

You can also refer to the following article to know more about SA103F Categories.

 

Let me know if you need further help getting the transaction report that you need. I'm always here to help. Have a great rest of the day!

2 replies

MJoy_D
MJoy_DAnswer
Jan 11, 2021 12:04 AM UTC

I can show you how to view all your Owner's withdrawal transactions, @Sean33.

 

Yes, you can categorize the amount that you withdraw to pay to yourself as Owner's Withdrawal. You can run Mileage log, Profit and loss, Receipts, Tax summary, and Tax details report in QuickBooks Self-Employed (QBSE). A report showing Owner's Withdrawal is currently unavailable. 

 

However, you can go to the Transactions tab, filter it to show Owner's withdrawal transactions. Here's how:

  1. Go to the Transactions tab.
  2. Set the Account and Tax year and type Owner withdrawal from the Search transactions box. 
  3. You can now see all the transactions you've marked as Owner withdrawal under the specific account and tax year you set. 
  4. There's an option for you to get a copy of it by clicking the Download icon. 

Check this article for more information: Export transactions and get reports in QuickBooks Self-Employed.

 

You can also refer to the following article to know more about SA103F Categories.

 

Let me know if you need further help getting the transaction report that you need. I'm always here to help. Have a great rest of the day!

Sean33Author
Jan 12, 2021 10:39 PM UTC

Thanks MaryJoyD, it is much appreciated