How do I find the Custom Categories?

Hi there, Home6145. Currently, QuickBooks Self-Employed (QBSE) does not support adding custom categories, as it only allows the use of the system's default categories and does not permit the creation or deletion of categories. We're exploring ways to utilize dynamic categories while maintaining their primary function as tax categories on tax forms. We need to do both to ensure your estimated taxes are accurate.

When you categorize your transactions in QuickBooks, the software organizes them on the appropriate lines of your Schedule C. It also helps you track your income and expenses, allowing you to identify which aspects of your self-employed business have the greatest impact.

In the meantime, you can choose one of the default categories to correct mistakenly categorized transactions or transactions assigned to the wrong category. Here's how:

1. Locate the transaction in the Transactions menu and open it.
2. Select the appropriate expense type from the drop-down menu to change the category.
3. If a transaction isn't related to your business, mark it as Personal to exclude it from business-related tax calculations.

For more advanced category customization, consider switching to QuickBooks Online. It offers tools like the Chart of Accounts, enabling you to create and manage custom categories tailored to your business needs.

If you have any questions or need assistance with categories or transactions in QBSE, don't hesitate to reach out. We're here to help!

Hello @home6145.,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.