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MrsPro
Level 2

How should I categorize weight scale fees, EZ Pass fees, weekly EZ Pass memberships? We have a transport company and are owner/operators.

 
Solved
Best answer September 03, 2020

Best Answers
CharleneMae_F
QuickBooks Team

How should I categorize weight scale fees, EZ Pass fees, weekly EZ Pass memberships? We have a transport company and are owner/operators.

Allow me to jump in on this thread, nikki_provost. 

 

We can create a new Expense account in your Chart of Accounts to categorize the fees in detail. I'll guide you how.

 

  1. Go to the Gear icon and then Chart of Accounts.
  2. Click New to create a new account. 
  3. In the Account Type drop-down arrow, and select Expenses
  4. Under the Detail Type drop-down menu, and choose Travel
  5. Provide a name for the account. 
  6. Click Save and Close

 

I've included a reference below:
coa.PNG

 

For more details about creating a new account, check out this article: Add an account to your chart of accounts in QuickBooks Online.

 

You can also go to your Chart of Accounts and review your expense account register to see all of your transactions and the account's current balance.

 

This should help you point in the right direction. Let us know if you have further questions. Have a good one.

View solution in original post

5 Comments 5
Rustler
Level 15

How should I categorize weight scale fees, EZ Pass fees, weekly EZ Pass memberships? We have a transport company and are owner/operators.

Use fee expense

MrsPro
Level 2

How should I categorize weight scale fees, EZ Pass fees, weekly EZ Pass memberships? We have a transport company and are owner/operators.

I only see Bank Charges & Fees. Is this correct? Or should I create an expense just called "Fees"

CharleneMae_F
QuickBooks Team

How should I categorize weight scale fees, EZ Pass fees, weekly EZ Pass memberships? We have a transport company and are owner/operators.

Allow me to jump in on this thread, nikki_provost. 

 

We can create a new Expense account in your Chart of Accounts to categorize the fees in detail. I'll guide you how.

 

  1. Go to the Gear icon and then Chart of Accounts.
  2. Click New to create a new account. 
  3. In the Account Type drop-down arrow, and select Expenses
  4. Under the Detail Type drop-down menu, and choose Travel
  5. Provide a name for the account. 
  6. Click Save and Close

 

I've included a reference below:
coa.PNG

 

For more details about creating a new account, check out this article: Add an account to your chart of accounts in QuickBooks Online.

 

You can also go to your Chart of Accounts and review your expense account register to see all of your transactions and the account's current balance.

 

This should help you point in the right direction. Let us know if you have further questions. Have a good one.

View solution in original post

MrsPro
Level 2

How should I categorize weight scale fees, EZ Pass fees, weekly EZ Pass memberships? We have a transport company and are owner/operators.

Great! Thanks so much!

Rasa-LilaM
QuickBooks Team

How should I categorize weight scale fees, EZ Pass fees, weekly EZ Pass memberships? We have a transport company and are owner/operators.

Welcome back to the Community, nikki_provost.


I’m glad to know that our colleague’s answer helped you. We make sure to meet our customers’ needs so they can have the best QBO experience.


For tips and resources to help your business thrive, I’m adding links to access our self-help articles and business tools.

 

Visit the Community again if you need help when working in QBO. I’ll jump right back in to assist further. Enjoy the rest of the day. 

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