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January 7, 2024
Question

How do I add a new expense category?

  • January 7, 2024
  • 1 reply
  • 0 views
TRying to add a new category under expenses, and there does not seem to be an option
 

1 reply

January 8, 2024

Hello, DerrickB.

 

Welcome to the QuickBooks Community! Thanks for reaching out to us here. I'd be happy to provide some information.

 

QuickBooks Online allows you to add a new expense category when you need too. Let me show you how!

 

1. From the left menu, open "+New" and then "Expense"

2. Enter the Payee, Payment Account, Payment Date and Payment Method

3. In the "Category field", use the dropdown menu and select "+Add New"

4. Enter the Account details

5. Hit "Save and Close"

In addition, you can add new accounts to your Chart of Accounts, by following the steps here.

 

If you dont see the option to add a new category, I recommend trying a few troubleshooting steps to see if this resolves the issue, as sometimes browsing data can accumulate and prevent the software from doing what it is supposed to do. Here are some steps you can try:

 

1. Clear your cache and cookies.

2. Switch to a different browser.

3. Try in a private browser (Incognito)

 

If the issue persists, I encourage you to reach out to the support team outside of the Community so they can work directly with you to see why this may be happening. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: select (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > then hit Let's Talk > choose Get a callback.

 

If you have any other questions, feel free to reach back out here.