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hello45
Level 1

Is there a way to rename / edit an expense category?

 
Solved
Best answer September 24, 2019

Best Answers
JenoP
Moderator

Is there a way to rename / edit an expense category?

Yes, you can go to your Chart of Accounts and edit the name of the category, hello45.

 

Let me give you the steps on how to do it. Here's how:

 

  1. Open your Chart of Accounts. 
  2. Look for the expense category.
  3. Click the drop-down list beside Run Report, then select Edit.
  4. Rename the expense category and click Save and close

Also, please take note that there are special accounts that can't be edited or deleted. See these guides for more info:

 

Add a reply below or visit us again if you need anything else.

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9 Comments 9
JenoP
Moderator

Is there a way to rename / edit an expense category?

Yes, you can go to your Chart of Accounts and edit the name of the category, hello45.

 

Let me give you the steps on how to do it. Here's how:

 

  1. Open your Chart of Accounts. 
  2. Look for the expense category.
  3. Click the drop-down list beside Run Report, then select Edit.
  4. Rename the expense category and click Save and close

Also, please take note that there are special accounts that can't be edited or deleted. See these guides for more info:

 

Add a reply below or visit us again if you need anything else.

NaomiC
Level 1

Is there a way to rename / edit an expense category?

Jeno, 

Can this be done in QB Self Employed? I don't seem to have a Chart of Accounts!

 

Naomi

Rubielyn_J
QuickBooks Team

Is there a way to rename / edit an expense category?

Glad to see you here, @NaomiC. I can share with you how to edit category expenses.

 

You seem not to see the Chart of Accounts in QuickBooks Self-Employed because this is currently unavailable. Also, you can change the category of the transactions, but we're unable to edit or rename them.

 

For more insights, you can also refer to this article: Categorise transactions in QuickBooks Self-Employed.

 

Additionally, let me attach this link to help you learn the basics of QuickBooks Self-Employed: QBSE Overview. It covers some insights on how to enter business transactions into your account.

 

Fill me in if you have other questions about the managing expenses category in QuickBooks. I'll be happy to help you again. Keep safe and take care.

Kbourgeois
Level 1

Is there a way to rename / edit an expense category?

Every time I hit save and close, it does nothing, and then gives a message stating "changing the type or detail type of an account may affect your accounting and reporting. Are you sure you want to do this?" I click yes, and nothing happens/changes. 

Archie_B
QuickBooks Team

Is there a way to rename / edit an expense category?

Thank you for reaching the Community, Kirsten Bourgeois

I'm here to share some information about making account changes in QuickBooks Online.

Every account listed in your chart of accounts has both an account type and a detail type. Unlike account types, detail types don’t impact the actual accounting but they play an important role in your books. 

This also helps you break down your account types into “categories” so it’s easier to see a breakdown of what your money is doing. If you're not familiar with the type of accounts, details types, and accounting practices, I'd recommend checking out these articles to learn more and make sure your books are accurate:

 

 

Tag my name and keep me updated for any follow-up questions about account types and detail types. I'll be happy to help. Have a wonderful week!

gracelingo
Level 1

Is there a way to rename / edit an expense category?

There is no edit option beside "run report".

ShiellaGraceA
QuickBooks Team

Is there a way to rename / edit an expense category?

Thanks for joining us here, @gracelingo.

 

You'll need to click on the drop-down arrow beside the Run report link to see the Edit option. I've attached a screenshot below.

 

 

 

 

For more information about chart of accounts, check out this guide: Edit your chart of accounts.

 

With the above image, you should be able to view the Edit option in your Chart of Accounts.

 

Additionally, here's a link that'll help you manage reports-related tasks. It has our general report topics with articles: Reports.

 

Please let me know if you have follow-up questions or concerns with Chart of Accounts. I'll be around for you.

 

MontanaFox
Level 1

Is there a way to rename / edit an expense category?

There are a bunch of people trying to reach this answer when you google this question. How to change categories in quickbooks. Thankfully someone added Expense category to the search so I found the answer eventually. Felt like I was tearing my hair out for something so simple as editing the category i just created. 

IntuitSheila
Level 8

Is there a way to rename / edit an expense category?

Hi MontanaFox,

 

It's good to hear you were able to locate the expense category you're trying to edit. Thanks for sharing your feedback about the product. This is helpful for us to know what areas we need to improve.

 

I would recommend also sending your product feedback through the Settings Icon, and clicking on Feedback. This goes straight to our Product Development Team for review.


Please let me know if you have any additional questions. I'm always willing to assist.