cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
jimthorpe53
Level 1

How do I add an explanatory memo when recording an expense?

In old QB I might record an expense for $100, record what expense category, and then in another record what it was for. What happened to this last feature?
1 Comment 1
Nathania_P
QuickBooks Team

How do I add an explanatory memo when recording an expense?

Hi, jimthorpe53. When recording your expenses in QuickBooks Online, you can include additional details by adding a note in the Memo field.

 

I will also need to ask you a few questions about what you mentioned while recording the expense. If you entered the details under the Item Details section when creating the expense, this could explain why you don’t see the Category option. Is that the case?

 

If so, I recommend clicking on the Category Details dropdown. There, you will find the option to select a Category and add a Description.

 

Attached here are the specific details of every option I mentioned, which you can see clearly:

 

image.png

 

If you have additional questions, feel free to reach out by clicking the Reply button. We're here to help!