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johnfilas
Level 2

how to categorize job recruiting expense (indeed, glass door}

 
Solved
Best answer February 09, 2019

Best Answers
QBsguru
Level 7

how to categorize job recruiting expense (indeed, glass door}

Set up an expense account and call it RECRUITING.

View solution in original post

12 Comments 12
QBsguru
Level 7

how to categorize job recruiting expense (indeed, glass door}

Set up an expense account and call it RECRUITING.

vivianaec
Level 1

how to categorize job recruiting expense (indeed, glass door}

Should be under another account? 

BettyJaneB
QuickBooks Team

how to categorize job recruiting expense (indeed, glass door}

I appreciate you for reaching out here in the Community, @vivianaec.

 

I'd like to provide some clarifications regarding the solution shared by QBsguru above.

 

 

QBsguru is correct, you can create an expense account to use it upon categorizing your recruiting expenses.

 

To do that:

  1. Go to the Lists menu, then select Chart of Accounts.
  2. From the Account ▼drop-down, select New.
  3. Select Expense as the account type.
  4. Press on  Continue
  5. Complete the account details.
  6. Select Save & Close

For more details about creating accounts in QuickBooks Desktop, please see this article: Learn how to add, edit, or delete accounts from your chart of accounts in QuickBooks Desktop for Wi...

 

Once done, you can now use the said account for your expenses. To give you more tips about managing expense transactions in QuickBooks Desktop, you can always scan through this link: Learn about the Accounts Payable workflows you can use in QuickBooks Desktop.

 

Know that I'll be around to help if there's anything else that you need. Just let me know by leaving a reply below. Take care!

vivianaec
Level 1

how to categorize job recruiting expense (indeed, glass door}

Thank you for the prompt reply. I just wanted to make sure it is a main expense and not under a subcategory.

 

Again thank you so much!!!!

DebSheenD
QuickBooks Team

how to categorize job recruiting expense (indeed, glass door}

Hi, vivianaec!


I appreciate your time and patience in utilizing QuickBooks.

Yes, it is the main expense. Expense is the cost of an asset used by a company and this is the main category while the subcategory doesn't map to unique accounts in the chart of accounts.


You can check for this article that will help you guide you on how to add, edit, or delete accounts in QuickBooks Desktop.

Feel free to get back on this post, I'm always here to help.

rr32
Level 2

how to categorize job recruiting expense (indeed, glass door}

Have you guys ever considered actually trying to help ? Do you not know your own program enough ?

 

I see copy and pasted material every single time I'm on here. other users help 10 out of 10 times. you guys quite frankly just suck at your job.

MorganB
Content Leader

how to categorize job recruiting expense (indeed, glass door}

Hey there, rr32.

 

Thanks for following up on this thread. 

 

It looks like the original poster received the answer to their question, as well as solutions to follow up questions from others. Do you have any specific questions about QuickBooks? 

 

The Community is full of knowledgeable users and QuickBooks Team members with a variety of know-how, so you're sure to get tailored advice. Let me know!

rr32
Level 2

how to categorize job recruiting expense (indeed, glass door}

Yea. I have a credit card opened up that the beginning balance was selected to be 0.00

 

As the company is only tracking from Jan 2022 and forward, I need to go back and change the beggining balance. Like the Opening Balance itself. Can i not edit this ? and I know someone will end up posting the same 4 or 5 links to stuff that does not actually answer the question. I need to know exactly where to go to be able to edit the beginning balance.

 

It is not "chart of accounts, credit card, view register, edit opening balance"

 

that option does not exist. But on other forums those links keep getting posted.

 

Is the only option to do an adjusting journal entry to match the begining balance as of January ? why would we not be given more control over making these changes ? 

LieraMarie_A
QuickBooks Team

how to categorize job recruiting expense (indeed, glass door}

Hi there, @rr32. I'll share with you an alternative way to enter the opening balance.

 

The opening balance box is only available if you haven't yet added transactions to the account. You can create a journal entry for the opening balance instead.

 

Here's how:

  1. Go to the Company menu and select Make General Journal Entries.
  2. Set the date for the journal entry. It should be the date you pick for the opening balance.
  3. On the first line, from the Account drop-down, select the account you're entering the opening balance for.
  4. Enter the balance for your real-life accounts for the day you picked. Enter the opening balance in the Debit column.
  5. On the next line, select the Account drop-down and then the Opening Balance Equity account.
  6. Enter the same opening balance amount in the opposite column as the first line. 
  7. When you're done, select Save & Close.

 

You can also read these articles for more info:

 

I'm also linking this article you can read and learn about managing your accounts: Learn about the Chart of Accounts.

 

Feel free to swing by anytime you need help with organizing your Chart of Accounts. I'd be happy to help. 

rr32
Level 2

how to categorize job recruiting expense (indeed, glass door}

You did not read what I wrote. I said I'd like to achieve this without making an Adjusting Entry.

 

Why can I not edit the beginning balance for the account directly ?

CharleneMaeF
QuickBooks Team

how to categorize job recruiting expense (indeed, glass door}

Thanks for updating us on this, rr32. I know it can be difficult when you can't edit your opening balance. I'm here to share some insights about this.

 

In QuickBooks Desktop, you can edit your opening balance if there are no transactions added yet to the account. For now, the only way to add an opening balance to your credit card account is by creating a journal entry. To do so, I'd recommend following the steps shared by my colleague. 

 

To learn more, please see this article: Fix Beginning balance Issues.

 

Additionally, I've included an article that'll help you get different perspectives of how your business is doing. This way, you can ensure your books are accurate: Customize Company and Financial Reports.

 

I'm only a few clicks away if you need assistance with your other QuickBooks tasks, rr32. It's always my pleasure to help you out again.

rr32
Level 2

how to categorize job recruiting expense (indeed, glass door}

Understood, thank you

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