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It's great to know you're categorizing expense and income transactions, JBPhotography. I'll walk you through this process using the new user interface in QuickBooks Online.
Here's how:
- Go to the MyApps.
- Select Accounting, then choose Chart of Accounts.
- Click the New Account button.
- Enter the Account name and Account number.
- From the Account Type dropdown, choose either Expense or Income.
- Choose the correct Detail type from the dropdown menu.
- Tick the box if this account is a subaccount.
- Enter a description, then click Save to complete the process.
Repeat these steps for the other account (either Expense or Income), so both categories are set up.
If you have any further concerns or questions, feel free to add a reply below. We're always here to help!
