cancel
Showing results for 
Search instead for 
Did you mean: 
mitchelllgodwin
Level 1

How to edit expenses within a catagory??

i need to go thru and itemize and break down exspenses. its easier to get the transactions moved and sort thru them then to try to lookup each one out of hundreds of simular and compare to receipt copies. i know theres got to be a way to lookup "job supplies" and see all expenses for a time period. but every attempt and even in reports cant get it.
3 Comments 3
Rose-A
Moderator

How to edit expenses within a catagory??

Hi, mitchelllgodwin.

 

Right now, there isn't a report that shows linked expenses for specific jobs QuickBooks Online.

 

I'll be personally taking note of this feature preference and relay this suggestion to our Product Developer and hopefully, they'll consider this feature in our future update. 

 

In the meantime, I recommend visiting the QuickBooks Blog website to stay up to date on any updates or improvements on the online version. You can bookmark the link I'm adding down below:

https://quickbooks.intuit.com/blog/.

 

Additionally, In case you want to know some "How do I" steps in QuickBooks Online, you can always visit our Help Articles page for reference.

 

This article can give you detailed information about customizing a report in QuickBooks: How to Customize Reports: Basics, Sorting & Date Ranges

 

Keep me posted if there's anything else you need. I'll be here to provide additional assistance. Have a great rest of your day.

amado-guerrero-c
Level 1

How to edit expenses within a catagory??

This is EXACTLY what I hate, despise about this software.

People, employee(s) do not stop and think about the question(s) being asked.  They answer the question(s) with whatever comes to their mind at this moment.

The user is not asking about a software feature!!! The end user is asking the following question:

I.E. The end user has made a category called "BRUSH" - the end user now wants to change this category to the following "BRUSHES".  Do you get it?  Or are you still in lala land?  Another example; personally I want to change the category of "LEGAL PROFESSION" to "MATERIALS PURCHASED".  How do I change this?

I guess we will never know.

I am even sending a picture of what we are trying to accomplish.  But then again this software is a negative when it comes to access ability, user friendliness...etc.

 

I guess this software also proved me "RIGHT" it does NOT let you add an attachment(s).

CRAP!!!

Corporate "GREED" in Full Effect!!!!

Carneil_C
QuickBooks Team

How to edit expenses within a catagory??

I hear your sentiments, Amado.

 

If you mean changing the transaction categories from the expenses page, let me guide you on how it works. I'll show you how:

 

  1. Go to the Expenses menu and proceed to the Expenses tab.
  2. Click the drop-down list for Filter and change the date to Last year.
  3. Change the categories in the Category column.

 

From there, you can choose from the available categories for the transaction.

 

To learn more about finding your transactions in your account registers so you can modify them, here's an article you can read: Find, Review, and Edit Transactions in Account Registers.

 

For future reference, here are some resources you can check out to help you manage your bank transactions seamlessly:

 

 

Please don't hesitate to ask more questions if you need more help with QuickBooks. We'll ensure everything is sorted out. Take care always.

Need to get in touch?

Contact us