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claypipeM
September 20, 2021
Solved

Editing Catagories

  • September 20, 2021
  • 1 reply
  • 0 views

Hi

I'm using QuickBooks online, I've created my own categories, but I have put some in the wrong sections ie they should be under 'Expenses' but I have them logged under 'Cash at Bank and in Hand' - how do I change this?

Thanks

Frances

Best answer by EmmaM

Hello ClaypipeM, Thanks for reaching out about editing categories. You would need to go to accounting>chart of accounts> on the dropdown next to account history by the category you set up wrongly if you hit on edit in the dropdown you can then change it from cash in hand to expense as the type and save and it will update.

1 reply

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EmmaMAnswer
September 20, 2021

Hello ClaypipeM, Thanks for reaching out about editing categories. You would need to go to accounting>chart of accounts> on the dropdown next to account history by the category you set up wrongly if you hit on edit in the dropdown you can then change it from cash in hand to expense as the type and save and it will update.

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claypipeMAuthor
September 20, 2021

Thank you, that works :smileyhappy:

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