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Hello there, @esc3210617.
It's possible that your second company is a nonprofit organization, whereas your first is not. As a result, it appears as "expenditures" rather than "expenses." I recommend reaching out your accountant to confirm the type of organization you have.
Once everything's good, you can change your second company's tax form industry to show expenses in the overview tab. Here's how:
If you need to record expenses in QuickBooks Online, you can refer to this article: Enter and manage expenses in QuickBooks Online.
Please drop by again if you need further assistance with your QuickBooks Online preferences. Have a great day!
Thanks for your interest with knowing the available features you can do in your QuickBooks Online Account, @esc3210617.
Having the feature to allow editing the display names of the menus is a great idea to have in QuickBooks Online. However, this option is not yet available for now. The display in the Dashboard is set by default for all users.
Please know that our developers are always working on development roadmaps that will be helpful for the majority of our clients. For now, we're unable to share any updates about their work as they handle product updates internally.
I want you to know that we wanted to learn about your business needs. Changes in the program are released based on several factors. For this, we would love to hear your requests or suggestions for QuickBooks Online.
If you have any product suggestions to our developers about our Dashboard preferences, send your request through these steps:
To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:
Please let me know if you have other questions about the available features QuickBooks. I'm always here to help. Have a great rest of the day.
I am not looking to edit the menu. I am copying from one company to a new one by following these instructions:
The menu on the left looks different between the two companies and I want to know why. I prefer to have the
menu appear like the source company (left image).
Hello there, @esc3210617.
It's possible that your second company is a nonprofit organization, whereas your first is not. As a result, it appears as "expenditures" rather than "expenses." I recommend reaching out your accountant to confirm the type of organization you have.
Once everything's good, you can change your second company's tax form industry to show expenses in the overview tab. Here's how:
If you need to record expenses in QuickBooks Online, you can refer to this article: Enter and manage expenses in QuickBooks Online.
Please drop by again if you need further assistance with your QuickBooks Online preferences. Have a great day!
Ahh. Thank you. Both of them are nonprofit companies, but the first one might have been setup incorrectly at first and then changed to a nonprofit company. Thanks for the explanation.
Thanks for coming back, esc3210617.
It's great to hear that your issue was resolved. Also, the changes in the Company type (Tax form and Industry) in the Account and Settings should also reflect on your Chart of Accounts and reports. The changes will affect the system-generated options, reports, or accounts. To learn more about this one, see the Configure an account for a nonprofit organization article. Also, the account type in the Chart of Accounts will be Revenue and Expenditure after configuring the settings to non-profit. We can only manually edit their account names based on your business needs.
If you need are in a nonprofit organization, customers are actually donors. Here's how to make sure you see donors instead of customers on reports and forms in QuickBooks:
Feel free to visit our Account management page for more insights about managing your Intuit Account.
If you have any additional QuickBooks-related concerns, feel free to click the REPLY button below. I'm more than willing to assist you again to improve your experience here in QuickBooks. You have a good one.
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