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July 14, 2023
Question

Moving categories in my reports

  • July 14, 2023
  • 1 reply
  • 3 views

How do I say move category #5058 into category #5050. How do I do That?

 

1 reply

QuickBooks Team
July 14, 2023

Hi there, 21611.

 

I'm here to assist you in moving the category in the report in QuickBooks Online (QBO). 

 

Are you trying to merge an expense account, so it'll show one account on your report? If so, you can go to the Chart of Accounts page to merge the accounts.

 

Please know that merging accounts is permanent and you can't undo this later on. Once done, go back to the banking page again to review transactions

 

I also encourage reading these articles to ensure that you'll get the most out of QBO's reporting capabilities:
 


 Don't hesitate to tap me again if you need a helping hand in tracking your other business transactions. I'll be right here to continue assisting.