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Replying to:
CharleneMaeF
QuickBooks Team

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I see where you're coming from, clohallaron.

 

I understand how the functionality to have QuickBooks Self-Employed (QBSE) rename files automatically would be beneficial to your business. With this, I recommend submitting product feedback to help improve your experience using the program. This way, our product engineers can consider this option for future system upgrades.

 

Here's how:

 

  1. Go to the Assistant menu.
  2. Type in the "Submit or Give feedback" keyword in the Type something field.
  3. Choose the Add a feature option.
  4. Type the feature you want in the Type something field again.
  5. Click Yes.

 

For your visual reference, I've attached some screenshots below.


Additionally, I've added this article that'll help you review downloaded bank transactions on the correct line of your Schedule C. It also allows you to organize your income and expenses so you know what areas of your self-employed business have the biggest impact. Categorize Transactions in QuickBooks Self-Employed.

 

I'm all ears if you have other feature concerns or questions about managing transactions in QBSE. You can drop a comment below, and I'll gladly help. Keep safe!

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