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pengling
Level 1

How can I add a new expense category in QuickBooks Solopreneur for Employee Benefits for Healthcare insurance premiums. It’s a C crop and I’m the owner , only employee.

I didn’t find a place to Add Category in mobile app or web version for new expense categories.

1 Comment 1
AdonL
QuickBooks Team

How can I add a new expense category in QuickBooks Solopreneur for Employee Benefits for Healthcare insurance premiums. It’s a C crop and I’m the owner , only employee.

Hello Pengling. You can only manage categories while using QuickBooks Solopreneur on a web browser.

 

From there, you can add an expense category, and the changes you make will sync to the QuickBooks mobile app.

 

Here's how:

 

  1. Go to Transactions and select the dropdown next to New transaction.   
  2. Click the Manage categories menu.
  3. Choose the appropriate expense type. In your case, Healthcare.   
  4. Hit the Add category button to create a name and add a description. 
  5. Once done, hit Save.

 

You can also edit, hide, or unhide categories. Check out this guide to learn more: Categorize bank transactions in QuickBooks Solopreneur.

 

Click the Reply button below if you hit any snags.

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