In which version of Quick Books and I set up custom categories? The standard categories are not sufficient for me.

Welcome to the Community space, @isaaclaughter.

I'm here to share valuable information about which version of QuickBooks to set up custom categories.

We would be happy to assist you in achieving your goal. However, for me to better understand your concern, could you please provide me with more details? Specifically, when you mentioned custom categories, were you referring to setting up expense categories that match those on the Schedule C tax form? By using custom categories in QuickBooks Self-Employed you can accurately match them to the appropriate line on your Schedule C form.

Furthermore, if you're referring to organizing your products and services you can refer to this article: Group products and services into different categories in QuickBooks Online.

If you are considering changing from QuickBooks Self-Employed to QuickBooks Online, this article will be helpful for you. QuickBooks Online provides more features that can cater to your business needs as it grows. With QuickBooks Online, you can modify the rates and prices of your products or services based on your business requirements. Therefore, here's a guide to switching from QuickBooks Self-Employed to QuickBooks Online for more flexibility and functionality.

For more information about managing your QuickBooks plan and adjusting accounting features and pricing, check out this helpful article:

• Upgrade or downgrade your QuickBooks Online edition.
• QuickBooks Online Plans and Pricing

You are always welcome to return to this post if you have other concerns about setting up custom categories in QuickBooks Online. I'll be here to lend a hand.