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Using "Item" rather than "Category" for credit card transactions

I work for a law firm and we track our case costs using the "Item" tab rather than the "Category" tab for checks, etc. This provides better tracking of the costs.

However, there does not appear to be an option to substitute "Item" for "Category" on credit card transactions.

Does anybody know if there is a way to add the "Item" tab to the credit card charge screen, or if there is another work-around?

Thank you.

1 Comment
Moderator

Re: Using "Item" rather than "Category" for credit card transactions

Thanks for joining us here in the Community, accovill.

 

Let me help you use the Item Details section for credit card charges.

 

In QuickBooks Online, you can enter the credit card charges by using the Expense feature.From there, you can enter the information about the case costs using the Item details section.

 

Let me show you how:

  1. Click the Plus sign icon and choose Expense.
  2. Go to the Item details section and add the needed details (see screenshot below).
  3. Click Save or Save and close.

image.png

 

Please check this article for reference about entering expenses: How to enter, edit, or delete expenses.

 

These steps should help you use the Item details section for credit card charges. Let me know if you have other questions. Have a lovely day.