cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Experienced Member

When entering "Category Details" for Expenses, I have "Category", "Description", "Amount", "Client", and "Class" - is there a way to add another column for xtra detail?

 
Solved
Best answer 07-09-2019

Accepted Solutions
QuickBooks Team

Re: When entering "Category Details" for Expenses, I have "Category", "Description", "Amount", "C...

Thanks for getting back to us with screenshots, mrothschild.

 

I agree with john-pero. It's also possible that the class was turned off in QBO. This is why its column is missing in the Expense transaction.

 

You can enable the Track classes option using a browser.

 

  1. Go to the Gear icon.
  2. Select Account and Setting under Your Company.
  3. Choose Advanced.
  4. Click the Pencil icon in the Categories section.
  5. Put check mark inside the box beside Track classes.
  6. Click Save.
  7. Then, Done.

Class is a default that gives you the option to use it in the transaction.

 

I've added an article about set up and use class. Feel free to check this during your free time.

 

We're here to help.

6 Comments
QuickBooks Team

Re: When entering "Category Details" for Expenses, I have "Category", "Description", "Amount", "C...

Hello, mrothschild.

 

There's no option to add an extra column in the Category details of an Expense. Though, It's a good idea. I'll share this feedback to our product engineers.

 

I'm inviting you to check our QuickBooks Blog. In here, you'll get updated to our newly released features.

 

I'm free to help if you have other questions.

Experienced Member

Re: When entering "Category Details" for Expenses, I have "Category", "Description", "Amount", "C...

Thanks for your response.  The way I got "Class" as a column was using an app called "Excel Transactions Importer and Deleter" which facilitated bulk upload from a spreadsheet and mapped different columns.  When I try to enter a new Expense in the browser (as opposed to bulk upload), the columns of Category Details omit the "Class" column.  I've attached 2 screenshots, one for new entry, one for existing entry.  Other than bulk uploading, is there a way I can add the "Class" for new expense entry?

Experienced Member

Re: When entering "Category Details" for Expenses, I have "Category", "Description", "Amount", "C...

Attached is the other screenshot.

Established Community Backer ***

Re: When entering "Category Details" for Expenses, I have "Category", "Description", "Amount", "Client", and "Class" - is there a way to add another column for xtra detail?

Class - when enabled - in Plus or Advanced should add the class column to each form type - expense or income. You might have to go to your forms template and inside it.

 

You can additionally *if you are able to use classes * specify Location but locations are a form wide setting and not for individual transactions

QuickBooks Team

Re: When entering "Category Details" for Expenses, I have "Category", "Description", "Amount", "C...

Thanks for getting back to us with screenshots, mrothschild.

 

I agree with john-pero. It's also possible that the class was turned off in QBO. This is why its column is missing in the Expense transaction.

 

You can enable the Track classes option using a browser.

 

  1. Go to the Gear icon.
  2. Select Account and Setting under Your Company.
  3. Choose Advanced.
  4. Click the Pencil icon in the Categories section.
  5. Put check mark inside the box beside Track classes.
  6. Click Save.
  7. Then, Done.

Class is a default that gives you the option to use it in the transaction.

 

I've added an article about set up and use class. Feel free to check this during your free time.

 

We're here to help.

Experienced Member

Re: When entering "Category Details" for Expenses, I have "Category", "Description", "Amount", "C...

Fantastic!

 

Thanks everyone.