Lesson for recording your transactions. In the last lesson, we uploaded all of our transactions into QuickBooks self employed via our bank and our credit card accounts. We also imported all the transactions using it using an Excel spreadsheet. In this lesson, we're going to learn how to record our uploaded transactions so we can eventually create relevant reports. I'm going to further break down lesson four into three shorter lessons A, B and C focusing in on filtering, transfers and excluded transactions. So we're on the transaction screen and we have full view of the last 12 months transaction that have been uploaded into QuickBooks self employed either via the bank account Accounts credit card accounts or using the Excel spreadsheet.

So if you scroll down, you will notice that you can see the last 12 months starting from September 24, all the way through September September 24 of 2016. So, one good thing about this software is that we're able to solve. So for example, I might not want to look at the last 12 months, that's a lot of data. Or I may decide I want to filter my data. So I'm looking at only certain types of transactions. So one of the first filter types is whether or not you want to see all all types of transactions.

So what are our options? Right now we're looking at everything. The options are to either look at unreviewed transactions and only viewed transactions or transactions that have been uploaded from QuickBooks. I mean, I'm sorry, that have been uploaded from our bank accounts. Our credit accounts or using an Excel spreadsheet. business transactions are business transactions that have already been categorized in the past.

So in the past, you've already sorted and categorize your transactions between business and personal. So if you click on business, all you see all business transactions, so everything that you're looking at right now is the actual business transaction. We can further categorize this into income. If all you want to look at its business income. When you click on the income, tab, and it shows you nothing but income for your business. Same thing with spending.

If you want to look at just spending, these are your expenses, you click on the spending tab. Also with the spending tab, you can further sub categorize that into a particular category. So if you want to see, okay, so for the last 12 months, I want to look at all the advertising transactions that have had in the last 12 months, you will click on spending subcategory advertising. And it will show you everything you have spent on advertising for the last 12 months. And let's look at let's see, let's look at another transaction. So how much have you spent on the gas and fuel in the last 12 months and see it shows you what you spent on gas and fuel in the last 12 months.

And then you can look at personal transactions. So you click on personal and it shows you all of the transactions that haven't been categorized to personal and this is a person that uses their accounts for both business and personal reasons. And in that case, they may have purchased some That was actually a personal purchase and not a business purchase. So they recategorize it into the personal accounts. And then you have excluded transactions, which I'll talk about that later on, we have transfers of we'll discuss that later on. And then we have unreviewed and uncategorized.

So looking at unreviewed transactions just shows you all the transactions that you currently have in your software that have not yet been sorted or put into a category. And also it shows you anything that you have, that has has not yet been categorized as well. So sometimes you may have a transaction that you're not really sure what area it's supposed to go. You don't really know what account it's supposed to go to, so that you can just put it inside of an uncategorized accounts so that way later on, you can come back and re categorize it. To the correct accounts, or you can call your accountant and ask your accountant what account that particular transaction should go under. And then you can come back and we categorize it.

So where it says on categorized, you may now say, okay, I'd like to go ahead and we categorize this into something that I am familiar with. So you can go in and let's say you decided that this particular transaction was actually supposed to be insurance, you can just click on insurance, and business insurance, and now it's been categorized, you save it. And there you go. So if you go back and you click on unreviewed, again, on reviewed and on categorized, that transaction should have gone away which it didn't for, let's see. Let's try this. Let's click on transfer.

Now, let's go back into Click on unreviewed and uncategorized inspections actually should not be there. And there you go, it's gone. So now all you have are your unreviewed transactions. And then finally you have all of your income. This just shows you all the income that you've received so far that have not yet been reviewed. Okay, so let's go back to all.

This particular drop down box allows you to categorize your income, or rather your transactions based on checking accounts versus credit a credit card transaction. Right now we're looking at both credit card and checking account transactions. If you wanted to see only credit card transactions, you can click on credit cards, and it will show us nothing but credit card transactions for the last 12 months. And the same thing with banking, we want to see only two that actions that came from our checking account. Then we can click on checking account and now It just shows us all our checking account transactions for the last 12 months excluding all credit card accounts. Now if for example, if you don't want to look at 12 months worth of data, you can further drill down into month, this particular month you can look at just this month.

You can look at last month's transactions alone. You can look at the last three months, the last six months, last 12 months yesterday, you can even go back as far as looking at last year's transactions. This shows you everything that was uploaded into QuickBooks self employed in 2016. And then if you want to custom date, if you want a custom custom time period, you can go ahead and create a custom date field transactions