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Thank you for posting here in the Community. Victoria. I'll be glad to help you create an expense category in QuickBooks Online (QBO).
You can go to your Chart of Accounts to add the expense categories. Below are the steps to complete the process:
Here's how:
Once your transactions are in QuickBooks, you can match and categorize them.
For your next step, feel free to visit these links about reconciliation in QBO for reference:
Please notify me if you need additional assistance with your expense category in QBO. We'll be here to help you all the way. Keep safe.
Hi this response didn't solve my query, however, I used the chat function today and was told all I need to do is exclude the record in PayPal when matching as the payments are effectively showing twice - once in PayPal and once in my bank account. So by excluding the transaction in PayPal and adding it in my bank account, my records are accurate and the accounts can be reconciled with the right balances. A very simple solution to an issue that has been driving me mad.
Hello Victoria-victori, thanks for coming back to us and sharing this information for others to see. We are glad to hear your issue you were having is all resolved for you.
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