DivinaMercy_N
Moderator

Account management

Hi there, @Dali748. I'm here to help you see the custom categories in QuickBooks Self-Employed (QBSE).

 

Thanks for sharing some insights about the steps you've performed. When running the Profit and loss report in QBSE, you can only see all the categories that matches the line of your Schedule C. This may be the reason, you're unable to view those you've created. For more information, check out this article: Schedule C and expense categories in QuickBooks Self-Employed.

 

As a workaround, you can export the transactions assigned to that categories by going to the Transactions page. Here's how:

 

  1. In your QBSE account, select the Transactions menu.
  2. Next, select the correct Type, Account, Date, Tags, and Vehicles linked to those categories.
  3. Once ready click the Export icon. 

 

You can also check this link to get additional details about custom categories in QBSE: Custom categories in QuickBooks Self-Employed. 

 

I'll include this helpful resource that you can read to provide guidance in calculating your taxes in QBSE: Automatically estimate your income tax in QuickBooks Self-Employed.

 

If you have any other concerns managing your categories in QuickBooks, please don't hesitate to add a reply below. I'm always here ready to lend you a hand. Have a good one and stay safe.