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Joy VFSC
Level 2

Good day! Can anyone assist me on adding a new category of expense and subcategory on it. Thank you in advance!

 
1 Comment 1
IntuitLily
Moderator

Good day! Can anyone assist me on adding a new category of expense and subcategory on it. Thank you in advance!

You've come to the right place, @Joy VFSC.

 

Adding an expense category and subcategory to the Chart of Accounts is easy. Just follow the steps below on how.

 

First, create the category expense:

 

  1. Click Accounting on the left panel and select Chart of Accounts.
  2. Click the New button at the top right.
  3. Select the Account Type for the category (Expenses or Other Expense).
  4. Select the Detail Type (see the description below to help you select the right type).
  5. Enter the Name.
  6. Click Save and Close.

Next, create the subcategory by following the same steps. Be sure to check the Is sub-account box and enter the parent account (the category you created). Also, you'll need to use the same account type for this.

 

For more information, you can check this helpful article: Create subaccounts in your chart of accounts in QuickBooks Online.

 

You can count me in if there's anything else you need. Take care always.

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