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March 8, 2023
Question

other business expenses

  • March 8, 2023
  • 2 replies
  • 0 views

Why bother categorizing things if your software just lumps it into "other business expenses"? My tax person needs it divided out! It drives us both nuts! How do I fix this?

2 replies

March 8, 2023

Managing transactions is very crucial to keep the account in order, @Its Mel. I'll explain how this works in QuickBooks Self-Employed for you to do it properly.

 

Categorizing transactions in QBSE is done manually. I recommend opening the transaction and changing the category to the right one. I can show you how.

 

For manually added transactions:

 

1. Open the Transactions menu.

2. Locate the transactions you want to change the category to.

3. Click on the category hyperlink.

4. Search for the account you want to add to the transaction then select it.

 

 

Otherwise, follow this if you're working on downloaded transactions:

 

1. Open the Transactions menu.

2. Locate the transactions you want to change the category to.

3. Select if the transactions are either BusinessPersonal, or Split.

 

 

4. Search for the account you want to add to the transaction then select it. (Applicable for both Business and Personal)

 

 

 

5. For Split, fill out other information needed then click on Save.

 

Learn more about handling transactions through the following articles.

 

 

If your categorization is correct and the issue persists, you're likely experiencing a browser-related issue. I suggest performing some basic troubleshooting steps to rule this out. Start by logging in to your QBSE company using an incognito page. See these shortcut keys to open it:

 

  • Ctrl Shift for Google Chrome
  • Ctrl Shift P for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

 

If this works, then you'll have to clear your regular browser cache. If not, use other compatible browsers.

 

Please let us know if this goes so we can offer extra assistance with banking or QuickBooks. Keep safe always!

Its MelAuthor
March 8, 2023

My problem is that I categorize them and then when I do reports, several categories are lumped into the “other business expenses” category, then I have $30k of stuff I need to explain. I need my cell phone bill total. I need subscriptions. My tax lady asks these things and I’m always taken off guard because I can’t tell her a direct answer because QB just went ahead and slapped it all in the same pile and I have no way of separating it all

back out.  I also can’t figure out how to itemize my Traditional and Roth IRA contributions, it’s frustrating and I’m

wondering if I should try another software.

March 8, 2023

This isn't the kind of situation we want you to experience, Its Mel.

 

I checked our records, and there is no record of this case. We appreciate you carrying out my colleague's troubleshooting solutions. Because none of them are working on your end, I'd recommend contacting our Customer Support Team. They'll access your account in a secure environment and look into what's causing this problem. Let me show you how:

 

  1. Go to the Assistant menu.
  2. Type in Talk to a human in the Type something... field (twice).
  3. Select the I still need a human option.
  4. Choose either Message an agent or Get a callback.

 

 

 

You can check the support hours to contact them with ease. When everything is all set, you may also want to check out one of our Help pages as your reference to guide you in managing your account and business's growth and transactions using QuickBooks: Learn and Support. It includes QuickBooks help articles, Community discussions with other users, and video tutorials, to name a few.

 

Feel free to get back to me here in the Community space if you have any additional QuickBooks-related concerns. It'll be my pleasure to cater to them again. Stay safe, and have a nice day!

Its MelAuthor
March 8, 2023

Yep, I got that far as well, but unfortunately the hours offered were not right then, the time I had to mess with it. My work schedule is pretty busy so I actually sent an email. Perhaps on my next day off I will be able to call. 
I seriously think that the things I’m asking are not possible, as everything I’m seeing describes it all like it’s perfectly acceptable for things to get thrown in the “other business expenses” pile.

I’ve had this issue since 2016 when I started with Quickbooks Pro and it’s caused confusion every year. My old tax lady would actually yell at me

for using such an ambiguous descriptor for so many transactions and I’d get so confused! 

March 15, 2023

I sent you a reply I hope you got it.