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OctoberLace
September 3, 2024
Question

Using Account number, Department, and Class in QBO entries

  • September 3, 2024
  • 1 reply
  • 0 views

I want to know why an expense entry asks for a Category that is entered using the account number and name from the Account List. I cannot find a Category List, and the expense entry has no place labeled as Account.

1 reply

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LollyNino_C
September 3, 2024

Welcome to the Community, @OctoberLace. Let me share some insight when categorizing an entry.

 

Proper categorization lets us monitor cash flow easily, identify trends, and make informed financial decisions.

 

If you have the Department and Class features enabled, you will find the department filter dropdown below the Reference number, while the Class can be found next to the Customer and Project columns.

 

On the other hand, the expense entry does not have an Account label but is named a Category. When you click the Category dropdown, you will see the Account Names and Account numbers.

 

Please refer to this article for more details about managing expenses in QuickBooks: Enter and manage Expenses in QuickBooks Online.

 

Furthermore, if you want to pull up a report for your expenses and other financial reports, you can visit this article: Run reports in QuickBooks Online.

 

You can visit us anytime if you need assistance managing expenses in QuickBooks. We've got your back, we'll respond as soon as possible. Have a good one.

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