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Creating and managing expense categories in QuickBooks Online Advanced Payroll

The Expense Categories page in Payroll Settings is used to define the various employee expense categories used by your business.

In order to add an expense category:

  1. Go to Payroll SettingsExpense Categories.
  2. Select Add.
  3. Enter the name of the expense category.
  4. Enter an External Id for the expense category, if required.
  5. Select Save.

To edit an expense category, select the name of the category you want to edit. This will expand the details of that category for editing. Make the necessary changes and Save when you're done.

You are also able to delete expense categories from this screen by hovering your mouse over the category that you want to delete, and selecting the red circled cross that appears. Note: You cannot delete expense categories that are in use.

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