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esure
Level 1

I need to enter a new Expense Category called "Training". How can I create that category?

 
Solved
Best answer February 10, 2020

Best Answers
Emily M
QuickBooks Team

I need to enter a new Expense Category called "Training". How can I create that category?

Welcome to the Community, @esure.

 

You’ve come to the right place by adding a new expense category. 

 

Let me guide you on how to add a new expense category: 

  1. Go to Accounting on the left panel.
  2. Pick the New button.
  3. Choose the Category Type (Expenses or Other Expenses).
  4. Press the Detail Type.
  5. Enter the Name.
  6. The description is optional.
  7. Push Save and Close.

 

If you have other questions, hit the Reply button. I hope you have a great evening.

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5 Comments 5
Emily M
QuickBooks Team

I need to enter a new Expense Category called "Training". How can I create that category?

Welcome to the Community, @esure.

 

You’ve come to the right place by adding a new expense category. 

 

Let me guide you on how to add a new expense category: 

  1. Go to Accounting on the left panel.
  2. Pick the New button.
  3. Choose the Category Type (Expenses or Other Expenses).
  4. Press the Detail Type.
  5. Enter the Name.
  6. The description is optional.
  7. Push Save and Close.

 

If you have other questions, hit the Reply button. I hope you have a great evening.

KLandscaping
Level 1

I need to enter a new Expense Category called "Training". How can I create that category?

What are the "details" in the "new account" field? Why when you click one of the "details" does it fill in that selection in the "name" field?

 

PookieRas
Level 1

I need to enter a new Expense Category called "Training". How can I create that category?

I would also like to add Training and Development as a GL. But I don't see any Detail Type that matches what I need. What detail type should I use for Training and Development, or should I simply add the GL as an Other Expense?

medysana@yahoo.c
Level 1

I need to enter a new Expense Category called "Training". How can I create that category?

Can I add a new detail type? It seems that it only defaults to whats on the list.

Maybelle_S
QuickBooks Team

I need to enter a new Expense Category called "Training". How can I create that category?

Hello there, @medysana.

 

Adding a new Detail Type account in QuickBooks Online (QBO) is currently unavailable. However, you can create a sub-account and match it to the closest parent account.

 

I understand that the option to add a custom Detail Type in QuickBooks is beneficial to you and your business. Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out.

 

In the meantime, I'd recommend sending your suggestion directly to our engineers by going to the Gear icon and selecting Feedback. This way, they can review this request and add it in a future update.

 

I've added these articles about using detail types and managing accounts in QuickBooks:

 

 

I'm still open to your replies if you have additional concerns about creating accounts in QuickBooks Online. Have a great day ahead!

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