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December 3, 2024
Question

I created a new Account, but selected the wrong account category. How do I change an expense from a Office Expense to a different category of expense on my P&L?

  • December 3, 2024
  • 1 reply
  • 5 views
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    1 reply

    Moderator
    December 3, 2024

    Thank you for reaching the Community, @lmliquorslex

     

    You can edit your expense category by going to your Charts of Accounts. Let me guide you through the process.

     

    Here are the steps:

     

    1. Go to Transactions, then select Chart of Accounts.
    2. Find the account that you want to edit.
    3. Click the ▼ dropdown next to Run Report.
    4. Select Edit.
    5. From the Detail Type, choose the correct category.
    6. Once all set, hit Save.

     

    For a detailed guide on how to edit the account type of an existing parent account or subaccount, you can refer to this link.

     

    Also, keep in mind that certain special accounts are not editable or deletable. Please see this article for further information.

     

    Please let me know if you have follow-up questions or concerns with your Chart of Accounts. I'm always willing to assist.