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April 10, 2024
Question

Can I customize the "detail type" dropdown list under Expenses or Other Expenses?

  • April 10, 2024
  • 1 reply
  • 0 views
I have multiple cars with expenses and I want to run a report that shows expenses by vehicle but can't seem to make headers with each vehicle. I would then need to have subcategories under each car with gas, parking, maintenance etc., ALL under vehicle expenses.

1 reply

April 10, 2024

It's nice to see you in the Community today, bkcoffey-alaska.

 

A well-organized system of accounts and categories is crucial for understanding your company's financial performance. It helps with accurate reporting, and making informed decisions.

 

At the moment, the option to personalize the categories in the Detail Type drop-down is unavailable. The addition of the customized function to the program will surely benefit many users, enhancing their overall working experience. Let's forward this idea straight to our developers for consideration in future developments. 

 

Here's how:

 

  1. Open your QBO company, and go to the Gear icon at the top to select Feedback.
  2. Type a brief description of your product suggestions in the field box.
  3. Click Next to submit. 

You can keep track of your request by visiting our Customer Feedback page. Also, explore the QuickBooks Blog to learn what's up and coming about the product as well as innovations rolled out by our developers. 

 

I've got some resources that you might need in the future. The content covers various topics such as deleting, modifying, and merging accounts. You'll also gain insights into the significance of using appropriate account types and detail types. Browse each link to view the full details: 
 

Should you have other concerns about managing accounts or categories and other QuickBooks concerns, drop a comment below and tag my name. I'll be glad to assist you further, bkcoffey-alaska.