Hi there hea,I can help you add a new expense category to the Chart of Accounts. The steps are simple and easy to follow. Here's how:Click Accounting on the left panel.Click the New button at the top right.Select the Category Type (Expenses or Other Expenses).Select the Detail Type (see the description below to help you select the right type).Enter the Name.Description is optional.Click Save and Close.I've added screenshots for you to see the steps.If you need further help working in QuickBooks Chart of Accounts, I'm here to help.

Level 7

Question

How do I add a new expense category to the chart of accounts?

Forum|Forum|7 years ago
October 16, 2018
29 replies
72 views

No text available

QuickBooks Online

M

MichelleT

Hi there hea,

I can help you add a new expense category to the Chart of Accounts. The steps are simple and easy to follow. Here's how:

Click Accounting on the left panel.
Click the New button at the top right.
Select the Category Type (Expenses or Other Expenses).
Select the Detail Type (see the description below to help you select the right type).
Enter the Name.
Description is optional.
Click Save and Close.

I've added screenshots for you to see the steps.

If you need further help working in QuickBooks Chart of Accounts, I'm here to help.

S

sajara

still not fixed -- cannot add category in app. WTH?

AlcaeusF

Level 14

Greetings, texasphoto.

I'm here to share some details about adding a new expense category in QuickBooks Self-Employed.

Right now, you can only use the default categories available in the Self-Employed version. Since adding or customizing a category is unavailable, I encourage you to send feedback.

Our product development team reviews all the feedback we receive to ensure we meet what works best for your business. You can visit the article below for more details about categories:

Custom categories in QuickBooks Self-Employed

You can send your product suggestion or feedback through the link below:

https://selfemployed.uservoice.com/forums/242769-general

If you need any assistance concerning your Category question, let me know. I'll be sure to get back to you.

J

jeepgirl24

So they can make complex tax and accounting software and additionally added categories in all other types of QB except the self employed one? It takes them 3+ months to research this issue and try to find a solution? Just make the option to add categories to self-employed already!!! We can make it under one of the schedule C subcategories. I don't even want it for my schedule C, I want it for the personal side that is not reported on a schedule C. Please at the very least allow categories to be added to the personal side.

R

RaymondJayO

QuickBooks Team

Hello there, jeepgirl24,

I'm taking note of your suggestion about adding custom categories to your personal transactions in QuickBooks Self-Employed (QBSE). I can see the importance of this feature to your self-employed business. With this, I'll make sure to submit this directly to our Product Development Team. They can consider it for future enhancements.

Additionally, we preserve the integrity of the categories in the Schedule C. This ensures your estimated taxes are reported accurately. To learn more about the different categories and how they appear on various reports, check out this website: Schedule C Categories.

I'd also suggest visiting this website: QBSE Blog. You can view our product innovations in this link.

You can count me in if there's anything else you need. Take care always, jeepgirl24.

E

EBM

I am self employed and have bought a new truck which I believe I can claim VAT back on. I use the basic version of Quickbooks on line. I have been told I need to put the purchase under the category "Motor Vehicles, additions for year" but I don’t have that listed. I have found out how to add a category (under Accounting / New) but I have no idea what I need to fill in in the following fields:-

Account type:
Detail type:
Name:
Description:

Can you help please? Thanks.

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