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R
ronbear2017
May 5, 2024
Question

How do I add a category

  • May 5, 2024
  • 1 reply
  • 0 views
Trying to modify expense categories to my specific uses

1 reply

E
Ethel_A12
May 6, 2024

You can add a category from the Gear icon, @ronbear2017.

 

From the Gear icon, you can add another Product & Service category under Settings. For the complete details, follow the steps below:

 

  1. Go to Settings ⚙, then select Products & services.
  2. Click More ▼, then Manage Categories.
  3. Select New category, then enter the name of the category.
  4. Click Save.

 

Once done, you can navigate to the Sales menu and click on Product & services to group similar items under the same category. Select the checkbox for each item that belongs to the same category and choose the appropriate category from the Assign category drop-down list.

 

Here is an article for the detailed steps and learn more about categories: Group products and services into different categories in QuickBooks Online.

 

You have the option to create different types of reports that can provide you with useful information about your sales, purchases, and inventory status.

 

Feel free to click the Reply button below if you need further assistance in managing your Products and Services in QuickBooks Online. I'm always here to help. Have a great day.

A
ASECOP-JBP
February 5, 2025

Ethel, hello. I also am trying to add a category. The item would be an expense, not a sale. How are expense categories added? Thanks.

 

JBP

R
rvrfrf
February 5, 2025

Good morning, @ASECOP-JBP.

 

Thanks for chiming in. How are you doing today? I hope all is well. 

 

Adding new expense categories in QuickBooks Online (QBO) is as easy as 1, 2, 3. We will navigate to the Chart of Accounts page to complete this smoothly.

 

To begin, open your company and switch to the Business view. Next, follow these steps to create the account:

 

  1. In your company, navigate to the Gear icon and select Chart of Accounts.
  2. On the Transactions page, click the New button to open the Account window.
  3. Click the Account Type drop-down and select Expenses.
  4. From the Detail Type drop-down, choose the category you wish to add.
  5. Enter a Name for the new account. Optional Description as well as any other required fields.
  6. Press the Save and Close button.

 

Repeat the same steps for the remaining expense categories you wish to add to the chart of accounts. This useful resource provides detailed instructions on setting up accounts in both the New Account panel and New Category panel: Add an account to your chart of accounts in QuickBooks Online.

 

That should do the trick. Please let me know if you have any additional questions or concerns about this process. I'm always happy to lend a hand. Have a good one! 

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