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Let me help you record this transaction correctly in QuickBooks, @ginicorp.
You can simply open your purchase transaction and change its category to consulting expenses. Here's how:
If you haven't created a consulting expense yet, you can create one in your Chart of Accounts. Let's simply follow these steps:
Once done, you can now open the purchase transaction and follow the steps above on how to change it.
You can also open your expense reports to track what you've spent in QuickBooks.
If you ever have other questions we can help you with, feel free to swing by the Community!
Let me help you record this transaction correctly in QuickBooks, @ginicorp.
You can simply open your purchase transaction and change its category to consulting expenses. Here's how:
If you haven't created a consulting expense yet, you can create one in your Chart of Accounts. Let's simply follow these steps:
Once done, you can now open the purchase transaction and follow the steps above on how to change it.
You can also open your expense reports to track what you've spent in QuickBooks.
If you ever have other questions we can help you with, feel free to swing by the Community!
perfect. thanks
Thanks for the reply, @ginicorp.
Let me know how this goes for you. Just know that you're always welcomed to come back to the Community with any of your QuickBooks needs. We're always happy to help!
Wishing you and your company continued success. Have a great rest of your week.
I only use the detail area of the bill but did the same as above and entered as purchases no Consultant. How do i change that?
Thanks for visiting the Community today, @ginicorp.
You can still select the consultant/consulting expense account under the Category details section of a bill transaction. Let me show you how:
If you still need to add a consultant/consulting expense account, please visit this article for your reference in adding one: Add an account to your chart of accounts in QuickBooks Online.
On the other hand, in case you meant you're using the Item details section of a bill, then you can simply delete that line and track these expenses in the Category details instead.
In addition, you can check out this article if you need help running vendor-related reports: Run reports in QuickBooks Online. It also contains topics with articles to guide you along the process.
Feel free to get back in this thread if you have any other questions about managing your bills transaction. I'll be here ready to assist you. Keep safe!
When I tried this solution, and then try to select the consulting fees category while viewing the detail of the expense it keeps saying "error: please select an account." (even though I have all the fields selected. Any suggestions for how to troubleshoot this?
I appreciate you for looping in this thread and sharing the error message, @fieldsy16. We can perform some troubleshooting to isolate this issue.
Let's start by accessing your QuickBooks account via incognito or private window. This mode doesn't retain cache, so we can verify if it is a webpage issue. Use these keyboard shortcuts you can use:
From there, select the consulting fees category and see if the prompt message still appears. If it works, I recommend clearing the default browser's cache. You can also use other supported browsers to isolate this issue.
Once you run reports, you can tailor them according to your needs by scanning this guide: Customize reports in QuickBooks Online.
If you'd like to save its current setting, refer to this link: Memorize reports in QuickBooks Online.
I'm always here to assist you with any other category concerns. Just add them below, and I'll get back to you.
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