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Lina Gonzalez
September 18, 2023
Question

How can I add a custom field in Bills and Journal Entries to categorize expenses?

  • September 18, 2023
  • 1 reply
  • 0 views

Hi team!

I would like to know how can I add a custom field in Bills and Journal Entries to categorize expenses?

I need this to map the expenses in Quickbooks with the categories that my company uses for the expenses in the cashflow.

 

For what I have seen the option that best fist my need is the “Tags” option but I have the following issues with that option:

1. There’s no option for setting a tag to each line in the document, the whole document would have the same tag. But we have cases in which a bill contains more than one category (tag).

2. The tag option is not visible in the journal entry template, we would need the tag option visible in this document type as my company registers expenses not only in bills but also in journal entries.

3. The biggest issue with the tag option is that in the customization of general ledger there’s not an option for including the “Tag” option in the general ledger, that way we wouldn’t be able to have a report by Tags.

 

I have also tried the “Locations” option but I have the issues as the previous one mentioned.

 

Many thanks in advance for your help!

1 reply

S
SarahannC
September 18, 2023

Thank you for reaching out and sharing your valuable feedback on how the custom field for Tag feature in Journal Entry and bills would be incredibly valuable. I understand the significance of having such a feature, Lina.

 

For now, we can only assign tags for sales transactions. I recommend sending feedback directly to our Product Development team for evaluation of your suggestion. Your valuable insights will have an opportunity to be considered and reviewed. Here's the process to submit your feedback:

 

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your suggestion. Then, click Next.

 

In the meantime, I recommend exploring workarounds that might help streamline your process within existing QuickBooks, like finding a third-party application that can be seamlessly integrated into our program to better meet your specific expense categorization needs.

 

We are constantly working to improve our platform based on user input, and your insights are invaluable in guiding these improvements. Please don't hesitate to post if you have more concerns and suggestions. I always want to hear from you.

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