Reviewing and editing transactions

When you have transactions to review from your bank or credit card, go to the Transactions tab. 

Swipe left (Business) or right (Personal) on each transaction to categorise.

If the transaction is a mix of both types, tap the transaction and select Split.

When you mark an expense as Business, we try to assign the expense to the correct category automatically, however you can change it yourself using the drop-down lists in the Category column. Just tap the blue field that appears right after you swipe the transaction.

Tip! You can quickly manage your transactions by applying rules to repeating expenses. See this article: Creating and managing bank rules.  

Editing a transaction you already reviewed

  1. Tap Reviewed at the top of the Transactions tab.
  2. Tap the transaction you wish to change.
  3. Tap the current category to pull up the list of categories, or select Personal if you wish to change it to a personal transaction (do the same to change a personal transaction to a business one).
  4. Select the new category.

 You can sort and view reviewed transactions by account, date (default), type (income or expense), or vendor. To sort, tap the down arrow at the top of the Transactions tab, next to the plus sign (+).

To make sure a transaction isn't counted twice (example: account transfers or credit card payments), mark it as a Business Transfer

To get additional support or ask any other questions, please don't hesitate to contact us!
iOS: Tap the cogwheel and select Help & FAQ.
Android: Tap the overflow menu (3 vertical dots in upper right of screen) and select Support.

Note: When you contact support, the app will ask you if you want to attach an app log to the support email. This can help us identify any issues you're experiencing.


  1. Charging GST on Invoices in QuickBooks Self-Employed
  2. Connecting a bank account in QuickBooks Self-Employed
  3. Creating and managing bank rules
  4. How does QuickBooks Self-Employed automatic mileage tracking work?
  5. Attaching a receipt to an expense
  6. Reviewing and editing transactions
  7. Understanding your income and expenses in QuickBooks Self-Employed
  8. Easy Invoicing in QuickBooks Self Employed
  9. Reports in QuickBooks Self-Employed
  10. Cancelling your subscription
  11. Frequently Asked Questions
  12. When to use Transfer
  13. Adding trips manually in QuickBooks Self-Employed
  14. What happens when you send an invoice?
  15. Vehicle Logbook - Mileage Deduction
  16. Vehicle info settings and adding vehicles to QuickBooks Self-Employed
  17. Automatic mileage tracking in QuickBooks Self-Employed
  18. Adding transactions manually
  19. Splitting a transaction
  20. Hiding or deleting a bank account
  21. Troubleshooting issues in QuickBooks Self-Employed
  22. Vehicle deduction methods in QuickBooks Self-Employed
  23. Why doesn't QuickBooks Self-Employed have all my data from my connected banks?
  24. How do I track income from Amazon, Shopify or eBay?
  25. Receipts and QuickBooks Self-Employed
  26. Why are there duplicate transactions?
  27. How can I change or customise my expense categories?
  28. Tips for protecting your account
  29. Privacy and security in QuickBooks Self-Employed
  30. How can I upgrade or switch to another QuickBooks product?
  31. Problems finding a bank
  32. Starting over with a clean slate
  33. What to do if you're unable to access your contact e-mail address
  34. Can I share QuickBooks Self-Employed with my Accountant?
  35. Square stopping connections to QuickBooks

Feedback and Knowledge Base