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charming2020
Level 1

How do I add a new expense category to the chart of accounts?

how do you add a new expense account which is not listed on the dropdown menu? for example training expense or employee benefits  

Nick_M
QuickBooks Team

How do I add a new expense category to the chart of accounts?

Hey there, charming2020. 

 

I'm happy to help, what you're going to want to do to add an expense account which isn't listed to your chart of accounts is follow these steps:

  1. Click on the Cogwheel ⚙ icon then pick Chart of Accounts from the list.
  2. In the upper right section of your COA tap New.
  3. Select Expenses for the Account Type.
  4. For the Detail Type, choose Other Business Expense.
  5. Fill in the Name field, then hit Save and Close.

If you have any other questions, let me know here. Thank you for your time and have a nice afternoon. 

Rachel61
Level 1

How do I add a new expense category to the chart of accounts?

I don't have Other Business Expense in my drop down list. This is so frustrating as I thought your instructions would solve my problem. Any advice?

Rachel61
Level 1

How do I add a new expense category to the chart of accounts?

I thought your instructions would solve my issue, but I am stuck at step 4:

 

For the Detail Type, choose Other Business Expense

 

- I don't have that option in my drop down list. I'm using QBO. Anyone solved this? Thanks.

Carneil_C
QuickBooks Team

How do I add a new expense category to the chart of accounts?

Great having you join us here in the Community, @Rachel61.

 

I'll barge in on this thread and outline some handy details to clarify things about the expense account listed on your chart of accounts in QuickBooks Online. 

 

First, please ensure you've selected the Expense for the Account Type if you're currently on the Business View. From there, you'll be able to see the Other Business Expense as an option under the Detail Type

 

Otherwise, if you're on the Accountant View, verify if you choose Expenses under New Account and select Expenses for Save account under. From there, we can now tick the Tax form section dropdown and choose Other Business Expenses

 

To learn more about business and accountant views, please refer to this article: How to switch views in QuickBooks Online.

 

For more details about setting up and adding accounts to your chart of accounts, check out this helpful resource: Add an account to your chart of accounts in QuickBooks Online.

 

I'm always ready to assist you with any other questions or concerns about managing your bank accounts. Tag me in your reply, and I'll get back here as soon as possible to help you again. Take care always. 

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