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July 5, 2024
Question

How do i edit a category / sub category i created?

  • July 5, 2024
  • 1 reply
  • 1 view
for example: i created a category that is listed under Business expenses on my profit and loss report. However i need it to be listed under Payroll expense

1 reply

Level 9
July 5, 2024

Changing the category or subcategory in QuickBooks Online is an easy process, vf-transportatio.

 

You can modify it by accessing the Chart of accounts. Let me guide you through the steps.

 

  1. Go to the Settings icon and select Chart of accounts.
  2. Locate the Business expense you've created.
  3. Under the Action column, click the arrow.
  4. Choose Edit.
  5. In the Tax form section, select Payroll Expenses.
  6. Click Save.

 

To learn more about creating a category and managing your Chart of accounts, you can check out these articles: 

 

 

Moreover, you can personalize your reports and focus on the details that matter the most to you: Customize reports in QuickBooks Online.

 

If there's anything else you need help with regarding modifying categories or any other concerns, feel free to post again. We are always here to assist you.