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Changing the expense categories for your bills involves a few steps, @rycroftsruffhouse. Yet, we need to figure out the issues preventing changes on your end. Let’s collaborate and navigate this process to ensure transactions are categorized accurately.
Before anything else, may I know if you've encountered any specific errors while trying to change the categories? Any additional information or screenshots provided would be very helpful, as it allows us to provide more accurate and tailored solutions.
Meanwhile, let's try accessing your QBO account with a different browser to determine if the result is consistent. Technically, you should be able to modify the categories for transactions directly in the Expenses tab.
If you're interested in learning what appropriate categories you should categorize transactions into, consider connecting with our QuickBooks Live Expert Assisted team. Our experts are ready to offer personalized support that aligns with your business needs.
Additionally, you can generate reports that will help you monitor your company's cash flow more effectively. The reports can provide valuable insights into the financial health of your business.
It's our duty to support you with any issues you encounter while navigating QuickBooks. Please feel free to revisit this thread for any follow-up questions, and we'll be here to assist you promptly.
