I am unable to create any of my own expense categories in Quickbooks. the only option I have available to me is to create a sub category which I can assign to either "Quickbooks Payment Fees" or "Uncategorized Expenses."
To elaborate, I click on Bookkeeping, then Transactions, then I am shown Bank Transactions in which I can choose to click on my linked bank accounts. Listed here are various entries for review. So far so good. Then I click "Assign a category" which drops down a detailed view. Now I am prompted with a few drop down menus including "Category." I click that drop down menu and am shown nothing except "See and add more categories." Ok all seems to make sense so far right? When I click this, a menu on the right hand side of the screen shows up and lists things like Income, Expenses, Owner investments or expenses, etc. In my case, I am trying to categorize this as an expense, so I click "Expenses." Now I am prompted with a menu that gives me 3 total options listed under two headers. The first header is labeled "Expense" and underneath it lists "Quickbooks Payment Fees" and "Uncategorized Expense." The other header is "Cost of Goods Sold" and underneath I can click "Cost of goods sold." None of this applies to what I am trying to do. There is no place for me to create my own category under expenses. Sure ok, let's click "Uncategorized Expense." Great, now it's categorized as an Uncategorized expense.... It's not an uncategorized expense though. It's an expense I have a name for but Quickbooks isn't giving me any button so actually create a new category. I am pulling my hair out over this since this should literally be the easiest thing to do with a BOOKKEEPING SOFTWARE. Please help. love you.
