Showing results for 
Search instead for 
Did you mean: 
Level 1

Editing expenses

I entered several lines of expenses (Tools and Supplies & Materials) from the same retailer (HD) from different billing dates. I later realized that I should have been adding the expenses by date and retailer, not just by the retailer. Is there a way to edit the items or move the items to the correct billing cycle/date?

2 Comments 2
Community Champion

Editing expenses

If you entered all of these in one Expense for a single date you cannot easily split them out to reassign to separate dates.  These instructions are for QBO (since the new community site does not even tell us what platform you are using I have to guess)


  1. Open the Expense you need to split.
  2. Click on the "+" and then right click on Expense and select open in new window
  3. Resize windows so that they are side by side or top and bottom
  4. Refer to original as you enter each new single line expense in new window. (you cannot copy a full line to paste, only field values)
  5. Once all new expenses are created, delete the original (bottom of screen, More>Delete or Void

If you are using QB Desktop you cannot open two windows of the same type but all is not lost.

For QBDT, start with the wrong Check or Credit Card Charge. Create copies for each different date. IN each different copy remove all lines that do not apply. The shortcut to delete a line in QBDT is , when cursor is in that line hit Ctrl+Del


Since the most correct way of treating purchases from HD (Home Depot) is as credit card charges even though a statement might cover the year-end you need to keep the purchases in the correct year. Posting them as cc type charges makes them expenses as of the date of charge even in cash accounting whereas treating HD like any other vendor, with the ability to view the balance in AP prevents the purchases from being expensed at time of purchase in cash basis but not accrual



Level 1

Editing expenses



I am using the QBO platform. Would it be better if I enter the HD purchases as credit card charges? And if so, how do I go about doing that? Is there a different area that they should be entered in? I'm assuming that there is and that if I truly want to enter this in the correct manner I'll be starting from scratch with this. I just want to make certain I am doing things correctly. Thank you for your help. It is truly appreciated. 

Need to get in touch?

Contact us