Scott

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    336 comments  ·  General » Taxes  ·  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.

    Scott commented  · 

    Here's how you do it: Have two separate tags. Each and every transaction gets a tag to assign it to one of the three schedule C categories. Then, after expenses are tagged for tax reasons, you allow users to put them into whatever custom category they want with another tag. In your database, you have a category column, containing the user's custom categories. Each transaction has a field with it's category's primary key. On each transaction there's another field for which schedule C category the transaction belongs to. A cake walk feature, guys. Not to mention it's the whole point of using an accounting software, and you're missing it.

    I dropped my subscription not an hour after signing up once I realized that you don't have this incredibly basic feature. This is literally the only reason I signed up, I want to organize my spending and see where my money is going, in a way that syncs to my bank account. "business" "personal" and "transaction" may be good for the IRS, but I'm not the IRS. Those categories are entirely useless to me except during tax time. Why would I pay for a subscription year round for something I'm only going to use once a year?

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