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JessT
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Hi prmc,

 

Thank you for the update. Let me help you further.

 

When you choose a TYPE, QBSE autoselects the best category for the transaction based on its description. You can click the category if you want to change it. It's still working this way on my end. There's no need to open QBSE using another device to change a category.

 

The categories in blue text for the Business type are clickable while the Personal spending category for the Personal type is not changeable. What category do you see on your end?

 

 

If non of the categories of your "Business" transactions are clickable even after doing the steps above, please contact our QBSE Support so they can take a closer look into your account. They have more tools on their end.

 

On the other hand, I'm sharing this article for your reference in the near future: QuickBooks Self-Employed annual tax guide.

 

Let me know if you have other concerns with your transactions. Have a good one!

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