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Let us know how we can improve QuickBooks Self-Employed!

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  1. 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.

    2,016 votes
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      303 comments  ·  Taxes  ·  Flag idea as inappropriate…  ·  Admin →

      Thank you so much for your phenomenal ideas! We know implementing custom categories has been our most requested feature since we launched QuickBooks Self-Employed.

      In order to make sure we provide the best possible solution, we’re actively researching how we could approach this so that it solves for the primary concerns that folks have raised here while also preserving the integrity of the Schedule C categories to ensure your Estimated Taxes aren’t negatively impacted.

      We’ll keep you in the loop on our progress and will share any details as soon as we have them. In the meantime, keep the feedback coming!

    • Phone support for customer service

      You need LIVE support!! Talking back and forth through delayed e-mail responses is not getting my questions answered. I am doing what I am supposed to do but the system is not doing what it is supposed to do. But, obviously the e-mail communication is not gonna get it fixed. I can't even cancel/"unsubscribe" to my service because the system is not working properly and can't get a live person to communicate this too!! Frustrated!!

      1,111 votes
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        178 comments  ·  Billing/Support  ·  Flag idea as inappropriate…  ·  Admin →
      • Personal tracking

        Add reports and more personal tracking/accounting options

        861 votes
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          115 comments  ·  Taxes  ·  Flag idea as inappropriate…  ·  Admin →

          Thank 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…

        • Multiple Business Tracking

          It would be nice to be able to track more then one business.

          692 votes
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            122 comments  ·  Setup/Account Maintenance  ·  Flag idea as inappropriate…  ·  Admin →
          • Upgrade to QuickBooks Online

            An 'upgrade your account' button within the settings.

            662 votes
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              57 comments  ·  Setup/Account Maintenance  ·  Flag idea as inappropriate…  ·  Admin →

              Thanks for your feedback! We know there may come a time where your business grows and you need the more robust accounting features of QuickBooks Online. While today it is possible to switch over, it’s a very manual process and makes it difficult to easily move over your data from QuickBooks Self-Employed.

              We’re actively researching the best way to solve this problem. As soon as we have any details to share, we’ll post them here.

            • Add more than 1 vehicle

              Add more than 1 vehicle

              645 votes
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                142 comments  ·  Mileage  ·  Flag idea as inappropriate…  ·  Admin →

                Thank you for your feedback! We hear you that often you need to be able to keep track of multiple vehicles at the same time.

                To give a little insight into why this isn’t available yet, in order for us to release this feature we have to configure the connection between TurboTax in such a way that we would be able to send mileage tracking data for multiple vehicles from QuickBooks Self-Employed to TurboTax. We’re actively looking into how to make this work.

                As soon as we have any updates on this idea, we’ll post them here.

              • Retirement deductions

                able to categorize SEP and 401K/pre-taxed items

                462 votes
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                  85 comments  ·  Taxes  ·  Flag idea as inappropriate…  ·  Admin →

                  Thank 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.

                • 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.

                  445 votes
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                    27 comments  ·  Taxes  ·  Flag idea as inappropriate…  ·  Admin →

                    Thank 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.

                  • 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.

                    277 votes
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                      53 comments  ·  Taxes  ·  Flag idea as inappropriate…  ·  Admin →
                    • 253 votes
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                        59 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • Deleting transactions entirely from list

                        Being able to delete transactions (income or spending) from imported lists

                        238 votes
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                          35 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add more reports to QBSE

                          Add a few more reports to QuickBooks Self Employed

                          206 votes
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                            21 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • Start/Stop trips

                            I have no problem with creating an entry each day for my mileage when I drive for Lyft, but it would be nice to be able to enter starting and ending miles instead. That way I wouldn't have to write down my start and end miles each night, take in the house and manually enter the transaction. Thanks

                            171 votes
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                              26 comments  ·  Mileage  ·  Flag idea as inappropriate…  ·  Admin →
                            • 154 votes
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                                15 comments  ·  Mileage  ·  Flag idea as inappropriate…  ·  Admin →
                              • Send customer paid invoice

                                When marked as paid, it will automatically be reflected as Business Income.

                                153 votes
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                                  35 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • Multiple cash accounts

                                  Make it easier to add manual accounts and label them other than Cash.

                                  141 votes
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                                    13 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Recurring transactions

                                    add the ability to add transactions that happen often but on different dates..

                                    139 votes
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                                      26 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Import more file formats

                                      one of my banks could only give me PDF statement.
                                      you should consider supporting pdf format.

                                      118 votes
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                                        11 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Checks

                                        can I write checks in this program?

                                        114 votes
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                                          15 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Invoice Partial Payment

                                          Thanks for adding Invoices to the Self Employed product. I'd really like to integrate more of my business w/ you. In order to do so, I need the ability to apply partial payments to invoices. Thanks!

                                          100 votes
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                                            18 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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