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:
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:
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.
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.
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:
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:
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.
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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