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Level 1

Business, category, and location

For expense page, there are windows of 'business', 'category', and 'location'.  I don't know what information should be in those.

1 Comment
QuickBooks Team

Business, category, and location

I can imagine a yummy feast with your name, Seafoodlover!

 

Thanks for visiting us here in the Community. I'd be delighted to share some information about the details available in the Expense page. 

 

To make sure we're on the same page, are you looking at the Expense Transactions list under the Expenses tab? Are you referring to the column headers? 

 

If so, the details that'll show in any of these columns depend on the information you entered in each transaction. The Location column is an optional functionality available from the Accounts and Settings page. 

 

Once enabled, a location field will be added on forms so you can easily assign transactions to different areas, such as stores, sales regions, and counties. Thus, they'll also populate in the Expenses page automatically. 

 

Meanwhile, a Category column is used to easily track the expenses entered in QuickBooks Online. With this, you're able to easily break the costs/expenditures of the business day-to-day operations.

 

You can opt to hide unnecessary columns from the Expenses page. Here's how:

  1. Go to Expenses in the left navigation panel, select Expenses
  2. Choose the small Gear icon under the New transaction drop-down (see screenshot below).
  3. Click Show More, and remove the check marks of the columns you don't want to see.

I just need further clarifications for the Business window you're referring to. I wasn't able to see this in any parts of QuickBooks where there are expenses. If you have a minute, please send me a screenshot on it so I can thoroughly explain this section. 

 

These should give you an overview about the information you need to enter. 

 

Don't hesitate to reach back to me and I'd be more than happy to help! Have a great day!

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