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HaydenB
Level 1

How can I add an expense category?

 
Solved
Best answer October 08, 2021

Accepted Solutions
jamespaul
Moderator

How can I add an expense category?

Hello, Hayden. 

 

I'm happy to share a step-by-step process on how you can add an expense category. 

 

 

Are you trying to add an expense account? In that case, you'll want to go to your Chart of Accounts and add the category from there. Here's how:

 

  1. Go to Accounting, then click the Chart of Accounts tab.
  2. Click the New button. 
  3. Set the Account Type to Expense or Other expense
  4. Select a Detail Type
  5. Enter a name for the new expense account.
  6. Click Save and Close

 

cat2.PNG

 

However, are you trying to add a category for your items or services that you purchase from your suppliers? You'll want to go to the All lists page and add the category from there. Here's a step-by-step process: 

 

  1. Click the Gear icon, then select All lists
  2. Select Product categories.
  3. Click the New category button.
  4. Set a name for the new category, then click Save

 

cat3.PNG

 

When you edit or create a service or item, you can assign the new category under the Category drop-down menu. 

 

Categories for your services or items goes on both ways, so they'll appear on expense or sales forms. 

 

cat1.PNG

 

Need to connect your bank account so you can categorise or match your bank records with QuickBooks? This article can show you the process: Connect your bank feeds using Open Banking.

 

I'm willing to help you set up your things or add a bunch of lists in QuickBooks Online again. Just let me know what you need to do and I'll hop on to this thread. 

View solution in original post

1 REPLY 1
jamespaul
Moderator

How can I add an expense category?

Hello, Hayden. 

 

I'm happy to share a step-by-step process on how you can add an expense category. 

 

 

Are you trying to add an expense account? In that case, you'll want to go to your Chart of Accounts and add the category from there. Here's how:

 

  1. Go to Accounting, then click the Chart of Accounts tab.
  2. Click the New button. 
  3. Set the Account Type to Expense or Other expense
  4. Select a Detail Type
  5. Enter a name for the new expense account.
  6. Click Save and Close

 

cat2.PNG

 

However, are you trying to add a category for your items or services that you purchase from your suppliers? You'll want to go to the All lists page and add the category from there. Here's a step-by-step process: 

 

  1. Click the Gear icon, then select All lists
  2. Select Product categories.
  3. Click the New category button.
  4. Set a name for the new category, then click Save

 

cat3.PNG

 

When you edit or create a service or item, you can assign the new category under the Category drop-down menu. 

 

Categories for your services or items goes on both ways, so they'll appear on expense or sales forms. 

 

cat1.PNG

 

Need to connect your bank account so you can categorise or match your bank records with QuickBooks? This article can show you the process: Connect your bank feeds using Open Banking.

 

I'm willing to help you set up your things or add a bunch of lists in QuickBooks Online again. Just let me know what you need to do and I'll hop on to this thread. 

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