MJoy_D
Moderator

Transactions

This is not the kind of experience we want you to have, @Skeeg

 

I can share some information about our categories in QuickBooks Self-Employed (QBSE). 

 

To check about when transactions are classified as Allowable or Disallowable expenses, refer to this article: Allowable and disallowable expenses explained. You can also learn more on the HMRC website.

 

To further check why the same categories are giving inconsistent results, I suggest reaching out to our Customer Support team. They can check your account in a secure environment, verify the error and help you resolve them. 

 

Here's how to reach them:

 

  1. Log in to your QBSE account.
  2. Click the Assistant button at the top.
  3. Type Talk to human in the chat box.
  4. You'll now be provided with support options that are available at that time.

 

Check this article for more information about the different types of support we offer and their availability: Contact QuickBooks Self-Employed Support

 

Then, refer to this article for more information about how your self-assessment report summarises all transactions that you have entered under each specific  SA103F CategoriesTransactions page versus Self-Assessment Summary page

 

Stay in touch if you have any other concerns about our categories by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day.