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July 3, 2021
Question

I need to caregorise my transactions as ‘transfers’ but there is only an option to review as ‘business’ or ‘personal’

  • July 3, 2021
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1 reply

July 3, 2021

Hello there, @lawstouch-gmail-. Glad to have you here!

 

Not all transactions from your QuickBooks Self-Employed account should be categorised as Transfers. 

 

When you deposit the money into your bank account or you've transferred them, you can categorise it as a Transfer. If these transactions need to be organised as Transfer, you can choose Business as the type of this transaction.

 

On the Transactions page, click the Transfer drop-down arrow. Then, choose Transfer (if these are transferred transactions) or All to view all data

 

Then, follow the steps below for the process of organizing your transaction lists:

 

  1. Open your QBSE account.
  2. Go to the Transactions menu.
  3. Choose the transaction. Then, click the link under the Category column.
  4. Select Transfers.

 

Check these resources to get more tips and details about handling transactions within your account:

 

 

Let me know how it goes by commenting below. I'll be here if you need additional assistance. Take care always and stay safe.