General
Let us know how we can improve QuickBooks Self-Employed!
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Customize categories
Even if you could just create "subcategories" under a specific categoty to fit your needs. For instance, under "assets", I would put "music" and "equipment". Under "office supplies", I might add "lesson supplies". I am a music teacher. This would still be aligned with the schedule c categories, bit would allow me to stay more organized as these broad categories apply to my business.
2,135 votesAs of 04/29/2019, all customers in the United States can try out our first version of “Custom Categories”! You’ll see we’ve called it Tagging.
You can try it out by logging in to QuickBooks Self-Employed through your favorite web browser and going to our Labs section by clicking on the Gear Icon and going to Labs (note you can also go this URL- https://selfemployed.intuit.com/home#/preferences/labs)
Currently Tagging is only available through the Web (not our Mobile Apps just yet) for US customers.
We would love your feedback as you start using this first version! Please use the “Give Feedback” link on the Labs page as our team will be closely monitoring this.
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Personal tracking
Add reports and more personal tracking/accounting options
904 votesThank you for your feedback. As you’ve experienced, QuickBooks Self-Employed’s purpose today is just to keep track of your business income and spending, but we do hear you, and recognize that not being able to track all of your finances (business as well as personal) in the same tool can be annoying. We currently don’t have upcoming plans to enable personal finance tracking in QuickBooks Self-Employed as it would open the door to too much additional tax and reporting complexity that we don’t believe we can effectively support in the near term. That said, your continued feedback on the issue helps to tip the scales toward creating a solution and accomodating that complexity. We’d love to hear more about how you track your personal finances today, Mint or otherwise, and what tracking your personal finances in QuickBooks Self-Employed would need to do in order to work for you. Thank you…
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Retirement deductions
able to categorize SEP and 401K/pre-taxed items
534 votesThank you for all the feedback! We totally agree with how important tracking retirement deductions is for your Estimated Taxes.
While we don’t have anything specific planned right now, we are reviewing your feedback and thinking through how we can best solve this problem. As soon as we have any updates to share, we’ll post them here.
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State Taxes
State Self employment tax calculator. Its nice to know what we owe the federal government but a lot of states are going to charge us with self employment tax also.
500 votesThank you for your feedback! Similar to what we shared with the idea for adding multiple vehicles, adding the ability to track State Taxes has implications for sending data to TurboTax, but also would require that we provide a great experience for how to pay your estimated State taxes.
We’re reviewing your feedback and researching how we could solve for this need. As soon as we have anything to share, we’ll post it here.
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Inventory
Need the ability to categorize Inventory Purchases. This is on the Schedule C under COGS. As of now, my purchases are being imported but I can't properly categorize them.
327 votesThanks for your feedback! We’re currently reviewing your feedback and researching this idea. As soon as we have any updates, we’ll post them here.
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Sales Tax
Sales tax calculation and estimated payments like what godaddy bookeeping and Sage has.
thanks!
98 votes -
Link to Quarterly Tax Forms
It would be helpful if you would provide links to the quarterly tax forms!
48 votes -
Charitable Donation Category
I see no where to categorize our charitable donations.
33 votes -
W2 income
Hello, love the app.
How do I categorize my W2 income from my regular full time job. Right now I have it as Personal.
The business expenses and mileage I am claiming are applied to my 1099 - business income as a part time uber driver.
Do Include my W2 income as business income? Or personal? Do the mileage and expenses apply W2 income as well?
Thank you
33 votes -
Add 'Cost of Goods Sold' Category for Self-Employed
'Cost of Goods Sold' (COGS) Category is 100% necessary for ALL businesses who purchase goods & resell them. It's crucial to be able to report taxes accurately to the IRS, so they don't think we made more money than we actually did. Example: Your good was purchased for $100 by a customer, however, the business spent $80 on product, resulting in $20 profit. However, since Quick Books doesn't offer a 'Cost of Goods Sold' Category...it looks as though the business profited $100 even though we only profited $20...which will result in IRS coming after you because it will appear you…
23 votes -
Assets and Depreciation
Please add the ability to add assets to the business profile, like a rental home for example, and then integrate depreciation into the tax estimates to better understand estimated taxes. Thanks.
21 votes -
19 votes
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SEP and Charitable Donations Categories
Need two important categories added
1. SEP
2. Charitable Donations17 votes -
Allow tracking for multiple businesses like real estate and rental properties in self employed
I am self employed as a real estate agent and own rental properties. I would like to be able to track income/expenses for multiple businesses within Quickbooks SE.
14 votes -
Please add a Donation category to the Self-Employed version of Quickbooks.
The Self-Employed version needs a Donation category. I can't imagine I'm the only self-employed person who gives charitably through my business. The option is needed for tax purposes and so I don't have to select Uncategorized when categorizing the expense.
Thanks!
13 votes -
Categorize Personal Spending
There are a lot of personal spending that isn't categorized, with turbo tax import feature it would be suggested to add the ability to categorize personal spending for tax purposes. Adding this feature to categorize personal transactions and allow the ability to import that into turbotax is a big bonus for me!
Find deductions in personal spending as well which turbotax has a ton if you filed with them before. Just to name a few when it comes from donations, insurance premiums, scholarships, even 401k contributions.
I think this is probably the biggest feature they can add so you don't…
12 votes -
Local taxes
there's no category for estimated local taxes. Can one be added?
12 votes -
Please add state self-employed tax to self employed QB....
State income tax option on the self employed QB would be a huge help for those of us who have to pay state too. This would create a full service option that would make life easier for tax season!
Please consider adding this option.10 votes -
Home Office Utilities
In the QB Self Employed software it has Home Office Utilities and Utilities. Home Office is for only the portion used for a home office and Utilities are for a business only. I would like to see the option to apply my entire home utilities, since I'm required to report them when filing. From there a percentage based on square footage is used to determine my home office portion. When using QB Self Employed there is no way for me to track this correctly, which I find odd as I would like to flag my transactions, as I make these…
7 votes -
State Taxes (support for imported transactions)
While actually calculating state taxes would be huge - i know it is a massive undertaking for QBSE to to.
So let me ask a smaller request. When federal taxes are paid, the category ESTIMATED TAXES are applied. However, there is no ESTIMATED STATE TAXES category. If we use ESTIMATED TAXES, our state taxes look like federal. Likewise, when we get to paying Q4 estimated for state, the transactions appear on the Q1 budget, and there is no way to mark it as a 2017 expense. Just supporting the supplemental workflow for state taxes would be huge
7 votes
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