cancel
Showing results for 
Search instead for 
Did you mean: 
general1
Level 1

Can I add a category description for expenses

 
9 Comments 9
Sarah Bl
QuickBooks Team

Can I add a category description for expenses

Hello, @general1. Community is for QuickBooks needs.

 

I'm here to share some information on how to add a new expense category in QuickBooks Online.

 

I'm providing  you step-by-step on how to get a Category Description for Expenses.

 

1. Click Accounting on the left panel.
2. Click the New button at the top right.
3. Select the Category Type (Expenses or Other Expenses).
4. Select the Detail Type (see the description below to help you select the right type).
5. Enter the Name.
6. Description is optional.
7. Click Save and Close.

 

Now you'll be able to have your Category Description in Expenses

 

I'm so glad you chose Community for your needs. We're here for you any time.  

Jack37
Level 1

Can I add a category description for expenses

There is no "Accounting" on my left panel

Kendra H
QuickBooks Team

Can I add a category description for expenses

Good Morning, @Jack37

 

Thank you for joining this thread. I'm happy to assist you with finding the Accounting tab on your QuickBooks Online account. 

 

Referring back to my colleague @Sarah Bl, the information she provided was correct. On the left menu on your account, the Accounting tab is near the bottom of that side menu.

 

I'm going to provide a screenshot below to give you a better representation of that option. 

 

 

It may be possible as well that you're using QuickBooks Self-Employed. If that is the case, you will not have an accounting tab the same as the other QuickBooks subscriptions. 

 

Please don't hesitate to reach back out. Have a wonderful weekend! 

thesewingstage
Level 1

Can I add a category description for expenses

So if you are in fact using self-employed version, does that mean this feature is not available and I can't add a category description?  

 

Thanks much.

Kristine Mae
Moderator

Can I add a category description for expenses

You're unable to add a category description if you're subscribed to QuickBooks Self-Employed, Thesewingstage.

 

You can add a description in the transaction instead. You can enter the details either in the Transaction or Notes field. 

 

 

I'm taking notes of our customers' ideas and feedback. I'll share yours to our management team. This will be submitted to our product engineers for review.

 

The Community is open 24/7. Reach out to us again if you need our help. 

 

 

Smart Stylish
Level 1

Can I add a category description for expenses

I just wanted to add more category descriptions in my self-employed profile and just found out I can't ... I think this feature should be avaialble as the choice of categories is very poor and does't reflect what I do for business

JenoP
Moderator

Can I add a category description for expenses

Hi there, Smart Stylish.

 

The categories that we have in QuickBooks Self-Employed is patterned after the Schedule C categories provided by the IRS for freelancers and individuals. 

 

While the option to add a custom category isn't available, you can check out these articles to see the complete list and select which is the closest one:

 

The Community is always here if you need anything else. 

Contract2Close LLC
Level 1

Can I add a category description for expenses

Please ask them to add the feature of adding in our own categories. It is ridiculous that as business owners we cannot manage our data correctly. I pay myself a salary through a payroll company and am not able to add salary as a category. I have to categorize it as a contractor which is not accurate. So my P&L will never be accurate. 

Mark_R
QuickBooks Team

Can I add a category description for expenses

We're taking notes of your feedback and suggestions, @Contract2Close LLC.

 

Our product engineers are considering all suggestions based on the number of requests and their impacts on the software before they're rolled out.

 

I understand that adding a feature that creates your own categories in QuickBooks Self-Employed (QBSE) is beneficial to you and your business. This way, you can categorize your payroll transactions correctly for an accurate report.

 

For now, you can directly send feedback to our product engineers by going to the Gear icon, then selecting Feedback. This way, they can review your suggestion and consider it in the future update.

 

Also, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.

Need to get in touch?

Contact us