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April 24, 2021
Question

QB hasn't detected the cash value of some transfers that were personal transfer (i.e. income transferred into a personal account). How can I create a transaction that is not automatically a catergory: business transaction?

  • April 24, 2021
  • 1 reply
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1 reply

April 24, 2021

Thank you for posting here in the Community, derek_brice-hotm. 

 

I'm here to guide you on how to manually enter the transactions in QuickBooks Online. 

 

Here's how: 

 

  1. Go to the Transactions menu.
  2. Find a transaction on the list.
  3. Select Business if the transaction was for business, or select Personal for personal. If the transaction was both, select Split.
  4. Review the category in the Category column. QuickBooks tries to categorize transactions for you.
  5. If you need to change the category, select the category link. Select a general type, and choose a more detailed category.
  6. 6. When you're done, select Save. 

 You can check out this article for more information: Categorize transactions in QuickBooks Self-Employed

 

Keep your post coming if you need more help. I'll be there!