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January 19, 2026
Question

i am new to quickbooks and registered as a sole trader. the transactions page does not look like the one in the tutorial so i cannot categorise my transactions

  • January 19, 2026
  • 1 reply
  • 1 view
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1 reply

January 19, 2026

Welcome to the Community, Mark.
 

I’ll help you sort and categorize your transactions in QuickBooks Sole Trader. Here’s how:
 

  1. In the left tab menu, select Transactions.
  2. On the Transactions page, review your downloaded transactions.
  3. Use the Type column header to organize your Business and Personal transactions.
     

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For transactions with an incorrect or missing category:
 

  1. In the Category column, select the one you want to update.
  2. Choose the option from the dropdown that best describes the transaction’s purpose.

    image.png
     

For more information, check out this article: Introduction to QuickBooks Sole Trader. It explains the main features of QuickBooks Sole Trader.
 

If you have any further questions or need assistance with QuickBooks, feel free to click the Reply button.