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Is there a way to separate individual items on a receipt into different categories?

 
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QuickBooks Team

Is there a way to separate individual items on a receipt into different categories?

Glad to see you in the Community, cory-pullen1974.


To clarify, are you referring to the downloaded expense receipt? If so, you can separate individual items by creating them in QuickBooks Online.


Let me show the steps to accomplish this in your company:

 

  1. Tap the New menu (+) in the upper left to choose Expense under the Vendors section.
  2. These actions will open the Expense page.
  3. From there, type in the vendor in the Payee field and then input the Payment account where you want to track the entry.
  4. Enter the payment date and method used to pay the expense.
  5. Go to the Category/Item details section and then type in the product or account and the amount.
  6. Click Save and close/Save and New to keep the changes.

After creating the entries, you can match them to the receipt. Check out the QuickBooks can do WHAT? Receipt Capture article. It provides an overview of the tasks you can perform using this feature. Aside from that, it includes instructions on how to match receipts and screenshots for visual reference.


If you mean by classifying each item, the process can be done by recording it per line item on the transaction. Then, make sure to set the correct type in the Category field.


Here’s how:

 

  1. Go to the Gear icon at the top and select Product and Services to open the All Lists page.
  2. From there, click the Edit link for the item you’re working on.
  3. This will lead you to the Product/Service information window.
  4. Scroll down to the Category section and click the drop-down to choose the type you want to use.
  5. If you haven’t created one, click the Add new link to add the category.
  6. Once done, click Save and Close.

For more information, see the following guide: Group your products and services into different categories.

 

If there’s anything else I can help you with, post a comment below. I’m more than happy to assist further. Enjoy the rest of the day.

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