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October 12, 2025
Question

How do I add an explanatory memo when recording an expense?

  • October 12, 2025
  • 1 reply
  • 0 views
In old QB I might record an expense for $100, record what expense category, and then in another record what it was for. What happened to this last feature?

    1 reply

    QuickBooks Team
    October 12, 2025

    Hi, jimthorpe53. When recording your expenses in QuickBooks Online, you can include additional details by adding a note in the Memo field.

     

    I will also need to ask you a few questions about what you mentioned while recording the expense. If you entered the details under the Item Details section when creating the expense, this could explain why you don’t see the Category option. Is that the case?

     

    If so, I recommend clicking on the Category Details dropdown. There, you will find the option to select a Category and add a Description.

     

    Attached here are the specific details of every option I mentioned, which you can see clearly:

     

    image.png

     

    If you have additional questions, feel free to reach out by clicking the Reply button. We're here to help!