Hi there, info1160.

If the transactions are already transferred to your bank that is connected to QuickBooks Self-Employed, you can categorize them from there. I'll show you how to categorize a transaction in QBSE.

Here's how:

1. Click on the Transaction menu.
2. Locate those transactions on the list.
3. Select Business if the transaction was for business, or select Personal for personal. If the transaction was both, select Split.
4. Review the category in the Category column. QuickBooks tries to categorize transactions for you.
5. If you need to change the category, select the category link. Select a general type, and choose a more detailed category.
6. Select Save.

You can learn more details about categorizing transactions in QBSE in this article.

I'm adding some links on how to customize categories and updates to expense categories for your reference:

• Custom categories in QuickBooks Self-Employed
• Updates to expense categories in QuickBooks Self-Employed

If you have any additional questions or concerns, please don't hesitate to add a comment below.