Expense Classification ( classes, locations,?)

steve-fitzgerald · ‎July 22, 2020

In case I missed any updates, has QBO advanced been updated at all to allow for more granular classification of expenses? My requirement is three independent levels. Something similar to Microsoft Dynamic’s dimensions.

JessT · ‎July 22, 2020

Hi Steve!

Yes, this option is also available on expenses. You can create custom fields to represent your dimensions, and make it available on your vendor and expense transactions. Check out the detailed steps for adding custom fields.

Here's a sample transaction with fields for dimensions 1 to 3.

Let me know if you have other questions about this.

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Expense Classification ( classes, locations,?)

Expense Classification ( classes, locations,?)

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