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April 21, 2024
Question

How do you edit expense categories if you would like to rename them or assign them to a different parent group?

  • April 21, 2024
  • 1 reply
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1 reply

April 21, 2024

Hello there, dante.

  

To rename or assign expense categories to a different parent group, simply access each one and manually update the information. Let me guide you through the entire process.

 

I recommend visiting the Chart of accounts page and locating each expense account. Then, you'll then able to modify the details from there.

 

Here's how:

 

  1. Choose Chart of accounts under the Bank transactions menu.
  2. Find the specific expense category.
  3. Click the drop-down arrow under the Action column.
  4. Go to the Account name field and rename the choose one.
  5. Checkmark the Make this a subaccount box.
  6. Select the Parent account drop-down arrow and choose where you want the account to be assigned to.
  7. Click Save.

 

In case you need steps on how you can make an account inactive that you no longer use, you can read this article: Make an account inactive on your chart of accounts in QuickBooks Online.

 

If you have follow-up questions or concerns about managing your expense categories, please let me know. I'm more than happy to assist you further, dante. Have a great day ahead.