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cindi-lee-live-c
Level 1

How do I add an existing expense account (ie: Pool chemicals, Utility Accounts, Cleaning Supplies etc.) to a recently created annual expense report?

I have a selected list of expense accounts on my 2023 expense report but not all accounts are included as this is for a sale of business (not all accounts apply.) I am needing to add others that are already created but not sure how to do this?
3 Comments 3
Henock K
QuickBooks Team

How do I add an existing expense account (ie: Pool chemicals, Utility Accounts, Cleaning Supplies etc.) to a recently created annual expense report?

Hi cindi-lee-live-c,

 

Welcome to the Community. It's important that you're able to create your annual expense report to keep track of your books. QuickBooks Online is a great program that gives you the ability to easily track your sales and expenses. I'd be glad to help.

I encourage you to reach out to our customer support team to take a closer look at your account regarding the annual expense report. Here are the options available for contacting our team. 

 

  • Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
  • Schedule a Callback: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start.

 

Let me know if you have questions, I'll be happy to help. 

cindi-lee-live-c
Level 1

How do I add an existing expense account (ie: Pool chemicals, Utility Accounts, Cleaning Supplies etc.) to a recently created annual expense report?

How do I remove my initial comment above? I don’t see any means to do that. Thanks 

Trish_T
QuickBooks Team

How do I add an existing expense account (ie: Pool chemicals, Utility Accounts, Cleaning Supplies etc.) to a recently created annual expense report?

Hi cindi-lee-live-c,

 

Here's how to edit a post you've made in the QuickBooks Community:

 

1. Log in to your Community Profile in QuickBooks.

2. Enter your credentials. Intuit will send a verification code 

3. Once you're logged in, click on the Ellipsis icon (. . .), next to your post

5. Click on the Edit option, which will allow you to make changes to your post

6. After making the necessary edits, save the changes, or hit Post.

 

If you would like it removed, click on the (. . .) next to the post you would like removed, and select "Report inappropriate content" to write a message to the community admins. 

 

Feel free to reach out any time, with other questions or concerns.  We are here to help!

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