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J
jess2
December 19, 2018
Question

Can we customize the expense categories as well as create hierarchy categories?

  • December 19, 2018
  • 9 replies
  • 37 views
No text available

9 replies

M
mazar
Level 6
December 19, 2018

Hello,

Yes you can.  In your chart of accounts you can create new expense categories, sub-categories and edit or delete some of the default ones to make your chart of accounts work better for your business.

    M
    MRusty
    February 13, 2020

    This is only partly true.  There are several accounts that will magically reappear if you delete them.  You are not in full control.

    HoneyLynn_G
    HoneyLynn_G
    Level 6
    December 19, 2018

    Welcome to the QuickBooks Community, @jess2.

     

    MJA66-87 is correct. You have the option to customize and create hierarchy categories in QuickBooks Online. I'd gladly show you the step by step process.

    1. Click the Gear icon.
    2. Choose Chart of Accounts.
    3. Locate the account to change.
    4. From the Action column drop-down menu, select Edit.
    5. Update the information.
    6. To add the expense account as a sub-account, put a check mark on the Is Sub-account box.
    7. Choose the parent account.
    8. Select Save and close.

     

    For additional reference, you can also check these articles:

    That should be it. Drop me a comment if you have additional questions about accounts. I'd love to provide more help. Wishing you all the best!

    A
    Anonymous
    April 19, 2019

    I can't figure out which is the most base model that will allow me to customize expense categories and create hierarchies. I have QB Self-Employed now and just realized it isn't going to do this for me. 

     

    HoneyLynn_G
    HoneyLynn_G
    Level 6
    April 19, 2019

    Thanks for joining this thread, @582240.

     

    You're correct. QBSE is a cash-based system and is mainly used for tracking business income and expenses to estimate the taxes. It doesn't have Chart of Accounts, which is why we're unable to assign a specific account for your transactions, or add another account.

     

    If you wish to customize expense categories and create hierarchies, you can switch to QuickBooks Online. A lot more of functionalities are available depending on which version you choose. You can check this link to get in-depth information: Compare QuickBooks Plans.

     

    That should help you come up with a decision, @582240. If there's anything else you need, just drop me a comment. I'm still here to offer more help.

     

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