On 1/24/25, my Q4 2024 estimated tax was withdrawn from my checking account. However, in QB Self-Employed, it's being shown as a Q1,Q2 2025 payment, which is not accurate

Hi there, ajmille.

Let's start by reviewing your transactions for that month to ensure they are categorized correctly. It might have been mistakenly linked to the wrong date, causing it to appear as a 2025 payment. Allow me to guide you through the steps to categorize it correctly.

There are two types of recategorizing your transactions in QBSE. If you're using a web browser, follow these steps:

1. Go to the Transactions menu.
2. Find the transaction you want to edit.
3. Select the ▼ icon to expand the transaction.
4. Edit the transaction name, add notes, or attach a receipt.
5. To change the category, select the link in the Type or Category column.
6. Then, select a new category.
7. Once done, select Save.

If you're using a phone (iOS or Android) or Tablet, kindly follow these steps:

1. If you're on an iOS device, go to the Transactions menu. If you're on an Android device, select the menu ☰ icon and then Transactions.
2. Click the Reviewed tab.
3. Select the transaction you want to edit.
4. Click Edit.
5. Change the details or category.
6. Once done, select Save.

Furthermore, refer to this article for detailed steps in categorizing your transactions in QBSE.

Additionally, for a comprehensive guide on how QuickBooks Self-Employed tracks self-employment taxes, including detailed steps and helpful tips that will help ensure your taxes are accurately managed and reported, please refer to this informative article: Automatically estimate your income tax in QuickBooks Self-Employed.
 

By staying informed and utilizing these resources, you can streamline your tax processes and focus on growing your business. Feel free to reach out if you have any further questions or need additional assistance. I'm here to help!