Adding new expense categories in QuickBooks Online is pretty easy and I'd be glad to help you how, sonny-18brigs-co. Let's get started. You can go to your Chart of Accounts and add the new expense categories from there. Below are the steps to complete the process: Sign in to your QuickBooks Online (QBO) account.Click Accounting in the left panel and choose Chart of Accounts.Select New.Choose a Category/Account type (Expenses or Other Expenses).Fill in the needed details and hit Save & Close once done. You can repeat these steps in adding the other categories. To help you manage your expenses in QuickBooks Desktop, check this write-up: Expenses and vendors. This will provide you links on how your expense transactions work in QuickBooks. I'm here to provide further assistance whenever you need one, so please let me know if there's anything else I can help you with. Have a great day!

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sonny-18brigs-co

Question

How do i add new expense categories ??

Forum|Forum|4 years ago
October 13, 2021
9 replies
100 views

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QuickBooks Online

Rose-A

Level 10

Adding new expense categories in QuickBooks Online is pretty easy and I'd be glad to help you how, sonny-18brigs-co. Let's get started.

You can go to your Chart of Accounts and add the new expense categories from there. Below are the steps to complete the process:

Sign in to your QuickBooks Online (QBO) account.
Click Accounting in the left panel and choose Chart of Accounts.
Select New.
Choose a Category/Account type (Expenses or Other Expenses).
Fill in the needed details and hit Save & Close once done.

You can repeat these steps in adding the other categories. To help you manage your expenses in QuickBooks Desktop, check this write-up: Expenses and vendors. This will provide you links on how your expense transactions work in QuickBooks.

I'm here to provide further assistance whenever you need one, so please let me know if there's anything else I can help you with. Have a great day!

Rose-A

Level 10

Hi, sonny-18brigs-co.

Hope you're doing great. I wanted to see how everything is going about adding new expenses categories. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Boetheo

There is an additional step to adding a New Expense Category not covered in the above graphic. When I go to Chart of Account > New > Category Name. When I choose "Expense" the system makes me choose from the existing major expense categories. I need to create a new expense category (top category) that does not fit in the existing ones. I cannot continue unless I choose my new expense to be a sub expense of existing categories.

How do I create a new expense category that is not a sub-expense?

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