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May 9, 2022
Question

How can I create a new category for expenses as I need one that is for training and it doesnt exist in the list and wont let me create a new one?

  • May 9, 2022
  • 1 reply
  • 0 views
After I input payee payment account etc and then go to category the drop down menu does not include training,

1 reply

May 9, 2022

Hello there, 

 

Thanks for reaching out to us here in the Community. QuickBooks is powerful program that's designed to help you streamline your work using the powerful features offered in the program. I'll be glad to share more info and help make sure you're on the right track. 

 

I encourage you to follow the steps below in order to create a new expense category: 

 

  1. Go to the Accounting menu, then click Chart of Accounts.
  2. Click New in the upper-right hand corner.
  3. Select Expense or Other Expense for Account Type.
  4. Choose a Detail Type.
  5. Enter the name of the new expense category.
  6. Type in all other details such as Number or Description.
  7. Click Save and Close.

Give this a try and let me know how you make out. I'll be one message away in case you have other questions. Otherwise, I wish you a great rest of the week!