How do I rename an expense category?

Welcome to the Community, Fergus. I know how beneficial it is to be able to rename an expense category, and I'm here to guide you through the process.

Renaming an expense category is a straightforward process. Simply navigate to your Chart of Accounts and edit the category's name.

Here's how:

1. Sign in to your QuickBooks Online account.
2. Go to the Gear icon and select Chart of Accounts.
3. Look for the expense category you want to edit and tap on it.
4. Click the Dropdown ▼ arrow beside the Run report link for the Edit option.
5. Modify the category name or description as needed.
6. Tap Save and Close to save your changes.

On the other hand, you can merge your categories if you want to rename them.

Before you continue, make sure you're in the Accountant's view. Then, let's go to the Chart of Accounts to merge the accounts.

Here's how:

1. Go to Settings and select Chart of Accounts.
2. Locate the account you want to keep. Then, select the Dropdown ▼ arrow in the Action column.
3. Click on Edit and note the Account type and Detail type. The details in the accounts you want to merge must be the same.
4. Check if the account is a subaccount or a parent account. The names of subaccounts are indented in the Account name column of the Chart of Accounts list. If it is, note the parent account it's tied to.

Next, let's handle the second account.

1. Still under the Chart of accounts.
2. Find the duplicate account, select the Dropdown ▼ arrow under the Action column, and click Edit.
3. Change the Account Name and Detail type so the duplicate account information matches the account you wanted to keep.
4. When you're ready, select Save then select Yes, merge accounts.
5. Select Save.

Keep in mind that merging accounts is permanent. You can't undo this later on. QuickBooks uses some accounts as the default for certain features.

For more information about merging accounts, check out this article: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

Also, please take note that there are special accounts that can't be edited or deleted. Here are some articles for more information:

• How to Edit Your Chart of Accounts.
• Manage default and special accounts in the Chart of Accounts.

If you need further assistance modifying categories in QuickBooks Online, don't hesitate to click the Reply button below. I'm always here to help. Have a great day.