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info1077
Level 1

How do I create a "Tools & Equipment" category under expenses?

 
1 Comment 1
JessT
Moderator

How do I create a "Tools & Equipment" category under expenses?

Hi there, info1077!

 

I'll guide you in creating the category you mentioned. I'll include a screenshot for your visual reference.

  1. Click on the Gear icon and choose Chart of Accounts.
  2. Click New and select the Expense account type.
  3. Choose a Detail Type.
    creat an account.PNG
  4. Name the account as Tools & Equipment.

Now that you have a new category in your Chart of Accounts, you can assign it to your items or add it to your expense transactions.

 

If you have other questions about creating a category, please go back to this thread.

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