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How do I add an expense to a parent account

 
2 Comments
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QuickBooks Team

How do I add an expense to a parent account

I've got your back, @roanne9145.

 

Let's take a look at a couple of scenarios and help you record expense transactions to a parent account.

 

Are you trying to use the Bank or Credit Card parent account when creating an expense? If yes, you can select it from the Payment account drop-down. Here's how:

 

  1. Click the + New button, then select Expense.
  2. Select the payee.
  3. Choose the bank or credit card parent account from the Payment account drop-down.
  4. Enter the necessary information.
  5. Hit Save and close.1.PNG

However, if you're trying to add the expense parent account, you can select it from the Category details section.

 

  1. Click the + New button, then select Expense.
  2. Select the payee and the payment account.
  3. In the Category details section, select the expense parent account from the Category column.
  4. Enter the necessary information.
  5. Hit Save and close.2.PNG

I'm adding this article for more details: Enter, edit, or delete expenses in QuickBooks Online.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

Highlighted
QuickBooks Team

How do I add an expense to a parent account

I'm back to ensure everything is flawless, @roanne9145.

 

Were you able to follow the steps I shared to record expense transactions to a parent account? If you need more clarification on this process, just let me know. I'll be sure to get back to you.

Thanks for coming to the Community, wishing you continued success.

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