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jlee1
Level 1

How can I add new expense categories to QuickBooks? Thanks, Jennifer

 
5 Comments 5
JenoP
QuickBooks Team

How can I add new expense categories to QuickBooks? Thanks, Jennifer

This is something that I can walk you through, Jennifer. 

 

You can go to your Chart of Accounts to create a new expense category. Here's how:

 

  1. Go to the Accounting menu, then click Chart of Accounts.
  2. Click New in the upper-right hand corner.
  3. Select Expense or Other Expense for Account Type
  4. Choose a Detail Type.
  5. Enter the name of the new expense category.
  6. Type in all other details such as Number or Description.
  7. Click Save and Close

Here's an article that also talks about creating new accounts and sub-accounts in QuickBooks Online: How Do I Create A New Account Or Subaccount In QuickBooks?

 

Let me know if you need more help getting around QuickBooks. See you around!

Ljc2
Level 1

How can I add new expense categories to QuickBooks? Thanks, Jennifer

Hey, i’m Also looking for how to do this, but I cannot find an ‘Accounting’ menu, or chart’ of account’  option :( has it changed possibly? 

 

I use use the uk version. Thankyou :)

GarlynGay
Moderator

How can I add new expense categories to QuickBooks? Thanks, Jennifer

Hello Ljc2,

 

Are you using QuickBooks Online or QuickBooks Desktop or QuickBooks Online Mobile App?

 

The Accounting section is found in the left navigation tab in QuickBooks Online. Please see the image below.

 

 

 

For QuickBooks Desktop, please click on the List menu and select Chart of Accounts.

 

 

For QBO Mobile App, there's currently no option to add an account. You'll have to do  it using by logging your QBO account using a web browser. 

 

Let us know if you have more questions. Thanks! 

cherylb2
Level 1

How can I add new expense categories to QuickBooks? Thanks, Jennifer

I am also trying to do this through Quickbooks online and it is only giving me an "import" option when I click the "new" drop down.

Angelyn_T
QuickBooks Team

How can I add new expense categories to QuickBooks? Thanks, Jennifer

Hi Cheryl.

 

I'm here to help you with adding a new expense category in QuickBooks Online (QBO).

 

You can follow the steps provided by JenoP above to add a new expense account in QBO. However, you shouldn't be clicking the drop-down arrow but tap on the New tab itself. I've added these screenshots as your visual reference.

 

Here's how you can learn more about setting up and adding accounts to your chart of accounts.

 

Just in case you want to remove an account from your record, you can use this article as your guide: Delete an account on your chart of accounts in QuickBooks Online.

 

If you have any other follow-up questions about adding an expense account to QuickBooks, let me know by leaving a comment below. I'm always here to help. Have a good one!

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