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Replying to:
IntuitSheila
Level 8

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Hello Shipping and Marine,

 

You'll have to check the transaction type by selecting the Personal or Business under the Type column in the Transactions tab.

 

Here's how:

  1. Click on the Transaction tab.
  2. Click on the transaction on the list.
  3. Under Type column, select Business if the transaction was for business, and select Personal for personal.
  4. Under Category column, select the specific category you wanted to assign to the transaction.
  5. Click on Save.

Furthermore, the Rule can help you categorise the transaction automatically based on the condition you've set up. You can refer to this article to learn more about how to Categorise transactions in QuickBooks Self-Employed.

 

Feel free to drip a comment below if you have other question. I'm always here to help.