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January 27, 2024
Question

Can you add a category under expense?

  • January 27, 2024
  • 1 reply
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How do I add a category under expenses? I want to add "safety supplies" and "work clothing".

1 reply

January 27, 2024

Hi there, liberato-d-lupo.

 

Allow me to walk you through adding an expense category in QuickBooks Online (QBO).

 

To do so, you'll need to create a new account in the Chart of Accounts.

 

Here's how:

 

  1. On the left navigation panel, hover on Transactions.
  2. Select Chart of Accounts.
  3. Click the +New button.
  4. Pick Expenses on the Account Type dropdown.
  5. Enter a name to track your expense account in the Name field. For example, "Safety Supplies". You could also add a description if you wish.
  6. Hit Save and Close.

 

I've added a screenshot below for your reference.

 

 

The Detail Type dropdown contains preset choices on the costs associated with the account. For the best guidance in choosing the proper detail type, I recommend consulting an accountant. This will ensure your books and records are accurate. If you don't have one, you can use our accountant tool to locate a nearby professional.

 

For more info on recording, editing, and deleting expenses in QBO, feel free to check this article out: Enter and manage expenses in QuickBooks Online.

 

For future use, here's a helpful guide on ensuring your QuickBooks accounts match your real-life bank statements: Learn the reconcile workflow in QuickBooks.

 

If you need further assistance or have any more questions about adding a new account in QuickBooks, please feel free to get in touch with us. Our team is here and eager to provide support whenever you need it.