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neil@printartct.
Level 1

How to create a custom expense account

 
1 Comment 1
MJoy_D
Moderator

How to create a custom expense account

I can show you how to create a custom expense account in a few easy steps, neil.

 

You can go to the Chart of Accounts to create this expense account. 

 

Follow the steps below:

 

  1. Go to the Gear icon () and select Chart of Accounts.
  2. Click the New button to create a new account.
  3. In the Account Type dropdown, choose an account type.
  4. In the Detail Type dropdown, select the detail type that best fits the transactions you want to track.
  5. Set an account name for this expense.
  6. Click on Save and Close once you're done. 

 

For more information about creating or adding a new customised expense account and choosing the right account and detail type, check out these articles: 

 

 

To keep your chart of accounts organised, here's detailed guidance on how to turn on and use account numbers and delete an account if you no longer need it:

 

 

Let me know in the Reply section if you need further assistance in creating this expense account. I'm always here to help. Have a wonderful day!