How do I add or change a category?

Hello there, Iparnell.

Thanks for reaching out to the Community. I'd be glad to share information about adding categories in QuickBooks Self-Employed (QBSE).

Currently, QBSE does not support adding your own custom categories in order to maintain the accuracy of your estimated taxes. When you categorize transactions, QuickBooks assigns them to the appropriate line on your Schedule C, helping you track key areas of your self-employed business.

As a workaround, you can create a custom category under a specific Schedule C category to label and organize your farming transactions.

Here’s how:

1. Navigate to Transactions, then click Add Transaction.
2. Enter accurate details in the description.
3. Under Category and Tags, click Select a category.
4. Select Add custom category.
5. Choose Other essentials as the parent category, then Add a custom category (e.g., Farming Tools).
6. In the Tax category, choose Other business expense.
7. Hit Save.

If you still need further assistance, please don't hesitate to leave a post below.