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How to Add, Edit and Delete Expenses in QuickBooks Online?

140 Views • 09/21/21
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⁣Welcome to this video which talks about how to add, edit and delete expenses in QuickBooks Online Account. https://www.dancingnumbers.com/enter-edit-delete-expense-in-quickbooks-online/?utm_source=youtube&utm_medium=video&utm_campaign=yogesh

Add Expenses in QuickBooks Online

Step 1: Click and the particular Create menu.

Step 2: In the Suppliers section, choose Expense.

Step 3: Choose a Payee. Also, it is possible that a new one can be added.

Step 4: Choose an Account. It should be the account from where the money has been taken for purchase.

Step 5: Choose the date on which the particular purchase has been done.

Step 6: Add the Payment method.

Step 7: You can also choose a particular category for the payment under the particular Account.

Step 8: Add the right description for the particular purchase done. Add it in the description field.

Step 9: Select the Save and Close.

Once the expense has been created, it can be analysed.

Edit Expenses in QuickBooks Online

Here is how you do it:

Step 1: Navigate to the Left Menu

Step 2: Choose Expenses.

Step 3: Navigate to the particular Action column and then choose View/Edit.

Step 4: Edit the particular as per your liking. It is also possible to edit the details of any particular. Transaction such as: Amount Payment Method Payee Expense Date Sales Tax.

Step 5: Select on Save and Close and then click it.

Delete an Expense in QuickBooks Online.

It is possible to delete an expense in QuickBooks Online by simply using the steps given below:

Step 1: Navigate to the Left menu and choose on Expenses.

Step 2: Choose Expenses.

Step 3: Navigate to the Action menu and then choose Delete.

Step 4: Select Yes on the particular confirmation message.

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