Skip to main content
cjohnson3
Mar 8, 2020 5:50 PM UTC
Solved

I would like to create a Category/Account Type of G&A Expenses and Operating Expenses. Now its just EXPENSES. Can I do this?

Original commenter did not share additional details
Michael K
Michael KAnswer
Mar 10, 2020 12:49 AM UTC

I have several detail types under account type "expenses".  Is there an easy way to change the account type to "General Expenses" or "Other Expenses"?  Especially for multiple detail types?


Hey there, @cjohnson3.

 

You can change the detail type of an account by editing them. Check it out:

 

  1. Go to Accounting, then Chart of Accounts on the left menu.
  2. Find the expense account you'd like to edit in the list, and click the drop-down arrow next to Run report.
  3. Choose Edit.
  4. Under the Detail Type drop-down, choose Other Business Expenses.
  5. Click Save and Close.

 

That's it! For more information on editing existing accounts, check out: Add to or edit the Chart of Accounts

 

Let me know if you have any other questions. We're always here to lend a helping hand.

View in thread

12 replies

vpcontroller
vpcontroller
Mar 8, 2020 7:08 PM UTC

@cjohnson3 

 

"I would like to create a Category/Account Type of G&A Expenses and Operating Expenses. Now its just EXPENSES. Can I do this?"

 

You can make both G&A and Operating Expenses as two-parent accounts. And then you make sub-accounts underneath for all expense accounts you need. But unfortunately, you can't edit the Profit and Loss format layout of current the label names.

 

Hope this helps!

cjohnson3Author
Mar 9, 2020 9:27 PM UTC

Please advise how to change those categories?  Is it through Chart of Accounts or another method?

 

Just to be clear, I can change it but I cannot change the format of the P/L Report?  I think that is what you were saying and you read my mind of where I was going?  So do you just take your numbers, export to Excel and create your own report?

Terms & ConditionsAccessibility statement