How Do I Change Business to Non-Business Transactions, and Vice Versa?

Sometimes you might want to change a transaction from business to non-business, this maybe for personal reasons as they pertain to unrelated business transactions.

Please Note: Changing default categories from business to non-business will affect your account, reports, and tax assessments. Make sure that you're moving the correct category and transactions before you do so. 

To do so, follow these instructions:

1. Log into GoDaddy Bookkeeping, and click on either the Income or Expense tab on the top center of the screen.

2. Find the transaction that you would like to change to "non-business."

  

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3. Click on that transaction to expand its settings.

4. Select the appropriate non-business Category from the drop-down menu

5. The prompt for "Categorize all future transactions with..." will appear, only select this if you all future transactions to be categorized this way

   

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The reverse is also true, simply go into the "Non Business" tab, to move a transaction from non-business to business. You can follow the steps below for detailed step by step instructions.

1. Log into GoDaddy Bookkeeping, and click on either the Income or Expense tab on the top center of the screen.

2.Navigate to your "Non-business" tab.

3. Select the  transaction that you would like to edit and click on that transaction to expand its settings

 

BNBT3.png

 

4. Select the appropriate business "Category" from the drop-down menu

5. The prompt for "Categorize all future transactions with..." will appear, only select this if you all future transactions to be categorized this way

Following these steps will help you to move your transactions in the right place, and get you to a better place in properly managing and categorizing your transactions.

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