What features should we work on?

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.

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AdminQB Self-Employed Team (Product Manager, QuickBooks Self-Employed) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

As 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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  • Adam Vincent commented  ·   ·  Flag as inappropriate

    You should make some sort of category as "inventory" or "purchased product" or something like that so when you buy product from a supplier to sell, you could more accurately label those transactions; to make product/inventory management easier.

  • Beverly commented  ·   ·  Flag as inappropriate

    Why can't I add personal spending via the mobile app? It only gives me the option of business spending or business income. When I click on the add transactions button on the desktop version, I have the same problem.

  • Alaia commented  ·   ·  Flag as inappropriate

    I think this is definitely a feature that should be pushed to the forefront. So many of us want this and it would help us organize financially and have better insight into our expenses if we could customize categories.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Why does one check not show up in the profit and loss report for the fiscal year? this makes me wonder if more are missing.

  • Rye commented  ·   ·  Flag as inappropriate



  • Anonymous commented  ·   ·  Flag as inappropriate

    Has any progress been made here?
    I really want to add more categories to understand my expenses better.

  • Dan commented  ·   ·  Flag as inappropriate

    OK this is frustrating, because I really like everything else. I really would like to catorgorise my personal expenses too. I've even looked into upgrading to small buisiness, but this isn't possible without closing the self employed account manually transferring everything across. Even then I'm not sure if small business would allow me to make personal catergories.

  • orielcollins@gmail.com commented  ·   ·  Flag as inappropriate

    I cannot edit the categories provided? They aren’t even close to the amount of categories I need. I also need to change the titles to what suits my needs as a freelancer. Otherwise this app is of no use to me. :/

  • Anonymous commented  ·   ·  Flag as inappropriate

    Interface with Self Employed QuickBooks is nice. Just needs way more features. Quicken has way more better features for the Personal with Business Version

  • Anonymous commented  ·   ·  Flag as inappropriate

    Need personal categories in addition to just business categories. Please advise.

  • CHRISTINE TUPE commented  ·   ·  Flag as inappropriate

    Had to cancel my account, because there's no way to differentiate between Income and Capital. I can't have my Capital deposits be marked as Income. Also, need a category for Charitable Giving.

  • Cady commented  ·   ·  Flag as inappropriate

    Customer service was unable to provide a list of all expense categories that don't show up on the QB reports - please publish a list

  • SARA BRADLEY commented  ·   ·  Flag as inappropriate

    With all the disasters and charitable contributions it would be really helpful to have this category! It's tax deductible...

  • arrowisllc@gmail.com commented  ·   ·  Flag as inappropriate

    There’s a category listed as “Personal Withdrawl” also known as “owners draw”. Quickbooks says this is the category used when you pay yourself. I use it and it does not affect any of the numbers.

  • Mark Haas commented  ·   ·  Flag as inappropriate

    Further to my comment below, think of what are probably the many QuickBooks Self-Employed users who have used the reports generated by this software to prepare their returns. Many businesses have expenses that do not fall into any of the ready-made buckets listed on Schedule C, so the business owner has no choice but to classify the expense as "Other business expenses" in QuickBooks with no sub-category.

    So they end up putting a big number down for Line 27a, "Other expenses," with none of the breakdown required by Part V. This invites scrutiny and all the headaches that come with it.

  • Mark Haas commented  ·   ·  Flag as inappropriate

    The instructions to Schedule C require the preparer to sub-categorize "Other business expenses." At this time there is no way for the QuickBooks Self-Employed edition user to add an account in order to do this, so the preparer has to manually review and sub-categorize the detail for this account, for the entire year. This unnecessarily increases the user's tax preparation fee, because the return requires more time to prepare than it should.

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